Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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Restricted Stock Units 101

 May 01, 2024 |Matt Jackson

Here is everything you need to know about your Restricted Stock Units

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Four strategies to prepare your portfolio for market volatility

 Feb 15, 2024 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Two people working on wealth planning at table

The Millennial Guide to Equity Compensation

 Oct 18, 2023 |Matt Jackson

A guide into how you can start using your Equity Compensation to begin to grow your wealth

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