You don’t have to be confused by the complexities of equity and financial topics.

June has officially arrived, which means a lot of kids are starting camp, vacations are on the horizon, and Q2 estimated tax payments are due next week. Another big theme

For this post, I want to start by sharing what has taken place in financial markets this year. There’s no shortage of opinion articles on the consequences of prolonged geopolitical

Among Refresh Wealth clients, there have been quite a few babies born over the past year! There are even more new additions expected throughout the remainder of 2026, so I

First, congratulations to the team on closing a blockbuster funding round to further propel Anthropic’s remarkable growth! With the funding round complete and an employee tender offer announced, many employees

As we embark on tax season, I also wanted to share an overview of the most common tax forms that I would expect clients to receive and where you can

I hope you enjoyed a wonderful holiday season and the new year is off to a strong start!  As we start a fresh calendar year, I want to highlight a