Supreme Court Gives DOGE Access to Social Security Data

Published on June 7, 2025

The disputed data includes Social Security numbers, tax and earnings records, and bank and credit card information.

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Will the "Big Beautiful" Tax Bill Affect Munis?

June 7, 2025
The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.

What Is a Cashless Exercise? (With Example)

June 9, 2025
Stock options can be a great perk, but figuring out how to actually exercise them? Confusing, to say the least. One of the most common questions we hear is:“Do I need to come up with cash to exercise my options?”And the answer is, not always.In this post, we’ll explain what a cashless exercise actually is (with a real example), how it compares to a cash exercise, and when one might make more sense