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Kaizen Capsules

Kaizen Team | Jun 3, 2025

Your RSUs Just Vested - Here's Why Selling May Be the Smartest Move

Stocks
Employer Awards
RSU
Restricted Stock Units (RSUs) can build meaningful wealth—selling them at vesting is often the smartest way to protect and maximize their value.
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Kaizen Team | May 28, 2025

The New House Tax Bill: What it Means for You

Taxes
Tax Planning
Congress
Economy
Politics
Congress is revisiting the 2017 Tax Cuts and Jobs Act, and the new House bill could mean big changes for individuals, estates, and clean energy.
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Kaizen Team | May 15, 2025

Cybersecurity Myths DEBUNKED

Cybersecurity
How can you separate the facts from fiction in the digital age? This week's Kaizen Capsule explores common cybersecurity myths and reveals the truth, some of
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Kaizen Team | May 2, 2025

Market Timing: A Playbook Built on Luck, Not Strategy

Market Timing
Market Commentary
Stock Market
What the heck just happened? Here's the play-by-play of the beginning of April 2025.
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Kaizen Team | Apr 18, 2025

Kaizen 2025 Q1 Market Review

Market Review
Market Commentary
World Market
Stock Market
Inflation
As we wrapped up the first quarter of 2025, we wanted to provide you with a concise update on key market developments and economic insights from around the
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Kaizen Team | Apr 7, 2025

Tariff Tantrum: Staying Grounded Amid Market Noise

Market Commentary
Stock Market
Tariff
Politics
Economists have dubbed it the “Tariff Tantrum,” as Wall Street sends a loud, messy message to the White House: We’re not thrilled.
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The Kaizen Team | Mar 28, 2025

Ring the Bell For Fish

Education
Entertainment
Philanthropy
Conservation
Thousands of fish migrate through the canals and rivers of Utrecht each spring, trying to reach the Kromme Rijn.
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Kaizen Team | Mar 21, 2025

Recency Bias? Why We Overweight the Latest Events

Market Commentary
Diversification
Financial Planning
Recency bias is a cognitive tendency where people give more importance to recent events and experiences while ignoring long-term patterns.
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Kaizen Team | Mar 13, 2025

Protect Yourself From Tax Fraud: The Importance of an IRS Identity Protection PIN

Taxes
Fraud
IRS
Tax
The IRS offers a safeguard: the Identity Protection Personal Identification Number (IP PIN). This six-digit code acts as an added layer of security when you
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Kaizen Team | Feb 25, 2025

Navigating Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy.
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Kaizen Team | Feb 20, 2025

Beyond the Rainbow Bridge: Ensuring Your Pet's Care After You're Gone

Estate Planning
Legal
Financial Planning
Pets
When drafting a will or estate plan, most people focus on distributing assets and ensuring that minor children are cared for. But what about your pets?
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Kaizen Team | Feb 7, 2025

Tariffs: What They Are and Their Possible Impacts

Taxes
Tariff
World Market
Politics
Over last weekend, the Trump administration placed tariffs on imported goods from several key US trading partners.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

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