Monthly Insights
Timely financial planning perspectives, tax strategy updates, and wealth management guidance delivered monthly for Aerospace & Defense professionals.
Closing the RSU Tax Gap
Setting cash aside for the September 15 estimated payment when RSU withholding stops at the 22% rate, then reviewing Form W-4, plus the Altruist and Vanguard custodian update.
Download PDFKeeping Company Stock in Perspective
How a strong Aerospace & Defense sector changes employer-stock concentration, including vesting windows, estimated taxes on equity awards, and the SpaceX and Anthropic listings as case studies.
Download PDFStaying the Course & Donor-Advised Funds
A second-quarter market recap, why a diversified long-term plan still fits when a few sectors lead, OpenAI and Anthropic IPO timelines, and donor-advised fund strategies.
Download PDFMid-Year Tax Planning & RSU Strategy
Key reminders for vesting schedules, ESPP lookback provisions, and mid-year tax projections for Aerospace & Defense professionals.
Download PDFThese newsletters are provided for educational and informational purposes only and do not constitute investment advice. Past performance and discussion of strategies are not indicative of future results.