Bristlecone Blog

An overview of the 3rd quarter in investing, Facebook issues, and a look ahead to potential tax planning opportunities.

Stock-based compensation has become an increasingly popular way for both public and private companies to attract and retain highly skilled employees in a competitive job market. Understanding the potential risk and return—along with the tax implications—of these various compensation schemes is crucial.

As you think about your charitable-giving strategies for 2021 and beyond, here are some key considerations...

After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.

Equity markets continued their strong march upward in the second quarter, though leadership among sectors and asset classes shifted somewhat as investors grappled with conflicting data on the pace of economic recovery, as well as mixed signals on monetary policy from the Federal Reserve. Nevertheless, every asset class in client portfolios once again notched positive returns for the quarter (...)

In the wider world, hope for a return to normal, or an even better new normal, is steadily gathering steam. There is light at the end of this pandemic tunnel, but the journey has been long and hard.