Team

Insights

Pages

Blog image alt

Tax Planning

What Is a Donor Advised Fund (DAF)? A Simple Guide to Smarter Giving

If you’re looking for a flexible, tax-efficient way to support the causes you care about, a Donor Advised Fund (DAF) might be exactly what …

Author name
Summitry

Tax Planning

Portability: An Estate Tax Exemption That Could Save Your Family Millions
Author name
Summitry
read more

Wealth Management

What Happens to Your Stock Options (RSUs & Equity) When a Company Gets Acquired?
Author name
Summitry
read more

Financial Planning

Long-Term Tax and Risk Planning for Your Equity Compensation
Author name
Summitry
read more

Wealth Management

Portfolio Risk Management: 3 ‘Dos’ and 1 ‘Don’t’
Author name
Alex Katz
read more

Investing

Introduction to Summitry Explore Strategies
Author name
Summitry
read more

Wealth Management

What Executives Need to Know about Financial Planning
Author name
Summitry
read more

Wealth Management

Wirehouse vs RIA vs Big Banks: Why We Believe RIAs Have the Most to Offer
Author name
Summitry
read more

Wealth Management

Unvested Stock Explained: Understanding Vested and Unvested Shares
Author name
Summitry
read more

Wealth Management

Tariffs: Keep Calm and Carry On
Author name
Michael Kon, CFA®
read more

Wealth Management

Have You Outgrown Your Financial Advisor?
Author name
Emily Hazelroth
read more

Wealth Management

What Happens to Your Equity and Stock Options When Leaving a Company (Termination, Lay Offs, & Quitting)
Author name
Summitry
read more

Quarterly Commentaries

Summitry’s Quarterly Investment Update – Q1 2025
Author name
Summitry
read more

pages:

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

President

This website stores cookies on your computer to improve your experience and provide customized services to you. Read our cookie policy.

Accept