FFG Insights & News
Featured & recognized.
Market updates, economic outlooks, and the latest recognition for FFG and our advisors.
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FFG Insights
Market updates & economic outlooks.
InsightsSeptember 28, 2026
Business Exit Planning: A Guide for Owners Preparing for a Transition
FFG insight: tax planning, equity compensation, and wealth management for tech professionals.
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Divorce Financial Planning Worksheet: A Printable Way to Organize Your Finances
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Don’t Let the IRMAA Tail Wag the Dog: Medicare Surcharges, Roth Conversions, and Family Goals
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Estate Planning Tax Strategies for High-Net-Worth Families
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Fee-Only vs. Fee-Based Financial Advisor: What is the Difference?
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Sophisticated Investment Solutions for Wealthy Families: Five Pillars of a Tax-Aware Portfolio
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Incentive Stock Options and AMT: A Tax-Planning Guide for Tech Professionals
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Early Retirement Financial Planning: Social Security, Medicare, Roth Conversions, and Health Care
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Micron Benefits Guide for High Earners: Coordinating Your 401(k), ESPP, RSUs, and Deferred Compensation
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Qualified Small Business Stock (QSBS): A Planning Guide Under Section 1202
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Generational Wealth Planning: A Guide for High Net Worth Families
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How to Retire Early: What Age, How Much You Need, and Why the Right Advisor Matters
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Exchange Funds and Long-Short Equity: Two Strategies for a Concentrated Stock Position
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Tax-Loss Harvesting When You Hold Concentrated Company Stock
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The $10 Million Retirement Mistake: Spending Too Little
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Capital Gains Tax on RSUs and Stock Options: What Tech Professionals Need to Know
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Retirement Income, Tax Planning, and Major Decisions: A Guide for Successful Retirees
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July 2026 Market Update & Commentary
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July 2026 Newsletter Chart Deck
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April 2026 Newsletter Chart Deck
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January 2026 Newsletter
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October 2025 Newsletter
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2025 Market Update
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January 2025 Newsletter
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2024 Q2 Economic Update
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2024 Q1 Economic Update
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2023 Q4 Economic Update
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2023 Tax Planning Newsletter
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2023 Q3 Economic Update
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2023 Q3 Market Update
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2023 Q2 Market Update
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2023 Q1 Market Update
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2022 Fall Tax Planning Newsletter
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2022 Q3 Newsletter
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2022 Q2 Market Review
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2022 Q1 Economic & Market Update
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2022 January Client Newsletter
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CV & FFG YE 2021 Tax Planning Newsletter
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2021 – Q3 Review & Q4 Outlook
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Real Estate Market Update
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A Case for Adding Bitcoin
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FFG In the News
Featured & recognized.
In the NewsFeatured
Trevor Scotto: Named Top Financial Professionals in the USA (2026)
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Richard Davey: Top Next-Gen Wealth Advisors Best-in-State (2025)
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FFG Named One of the Fastest-Growing Fee-Only RIAs in the USA
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Trevor Scotto: Top Next-Gen Wealth Advisors Best-in-State (2025)
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Fractional shares are breaking down barriers to high-priced stocks
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