Market commentary, equity planning insights, business owner perspectives, and wealth strategy from the EQ team. Occasional and thoughtful — never noise.
Subscribe to EQ InsightsA Palos Verdes retirement story: longevity, rising costs, and most of your net worth in a home you never plan to leave — and what to do about it.
Retiring from your business isn’t as easy as flipping a switch. You need a business exit strategy that preserves value, protects your future, and honors your legacy.
Most business owners focus on the deal. The ones who walk away well-positioned started asking personal financial questions six months earlier.
If your company is approaching an IPO, some of your most important financial planning windows exist before the S-1 is filed — not after.
Equanimity isn't just a name. It's a discipline that produces better financial outcomes — especially when it's hardest to maintain.
For physicians navigating a practice buy-in or approaching partnership, the financial decisions are complex and the windows are narrow.
Most people update their estate plan once and forget it. Life changes. Net worth changes. Beneficiaries change. Your estate plan should too.
What does a wealth advisor actually do, and how do you know when it's time to hire one? A practical look at the role and what an effective relationship looks like.
Retiring from your business isn’t as easy as flipping a switch. A story about preserving value, protecting your future, and honoring your legacy.
One business owner’s journey from tax efficiency to a total exit strategy — reducing taxes, building retirement assets, and planning a confident transition.
5 questions. Personalized readiness score and gap analysis for your RSU, pre-IPO, or equity situation.
Take the quiz →5 questions across 5 dimensions. Find out how prepared your business is for a sale or succession.
Take the assessment →6 yes/no questions. Traffic-light scorecard across six dimensions of your financial life.
Find my blind spots →5 questions. Estimate your RSU tax exposure at vesting and see what you actually net after tax.
Estimate my tax →5 questions. See how much of your net worth is locked in your business and what that risk looks like.
Check my concentration →5 questions. Calculate your financial independence number, your gap, and what it would take to close it.
Find my FI number →