Stephen Rischall

October 20, 2025

How Employee Stock Options Work

Employee stock options are a common form of compensation at technology companies, startups, and publicly traded firms. In addition to

Year end tax planning antique timekeeper

October 20, 2025

Year-End Tax Planning Checklist

With the end of the year fast approaching, it’s time to consider strategies that can help you reduce your tax bill.

September 20, 2025

Tax Loss Harvesting: How Investors Reduce Capital Gains Taxes

Taxes can significantly affect long-term investment returns. One strategy investors use to improve tax efficiency is known as tax loss

September 1, 2025

7 Common Stock Option Mistakes Employees Make

Stock options can be one of the most valuable components of your compensation package. Many of the most common mistakes

June 10, 2025

Stock Option Taxes Explained: Understanding ISO and NSO Tax Rules

Stock options can represent a valuable component of your compensation, particularly for employees at technology companies, startups, and publicly traded

April 16, 2019

Second Quarter Outlook 2019: Markets Surge on Fed U-Turn

After a terrible 4th quarter, stocks opened 2019 by scoring their best quarter since the financial crisis. The rebound was predominately due to a U-turn in the Fed’s monetary policy and a positive turn in U.

February 27, 2019

Thank you for celebrating with us!

Thank you, thank you and thank you from the entire Navalign Wealth Partners team. Who would have thought that going to a party in Encino, California to highlight the accomplishments of some of the best financial advisors in Los Angeles could be so much fun!

January 21, 2019

Nobody Listens to Paula Poundstone Ep28 : featuring Encino Financial Planner, Stephen Rischall

Nobody Listens to Paula Poundstone is a comedy field guide to life, or at least a set of IKEA assembly instructions.

January 14, 2019

2018 in Review: Worst Year Since Great Recession

From a return perspective, 2018 could largely be considered the year that wasn’t. Despite a few half-hearted rallies leading into the closing day, global financial markets ended December with the worst annual returns since the financial crisis.