How much cash do you need on-hand? How much is too much? See how we helped a BigLaw attorney set up a structured liquidity plan, balancing liquidity reserves with investment opportunities, and bringing her peace of mind in the process.
Financial Planning, Debt, Taxes
Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.
Career
New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.
Investing
What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.
Investing
Financial media is entertainment. “Outperformance” is alchemy. BigLaw attorneys may see more value from investment hygiene—like smart rebalancing, cash management, and tax-aware strategies.
