Blog

Empower yourself with possibilities for your money by exploring analysis and resources written by the Abacus team.

Should I Diversify My Company Stock If It Keeps Going Up?

Why a holding only company stock can still put your plan at risk.

Featured on the Blog

Waves splash behind a shorebird standing on the beach

Should You Sell When the Market Drops? What a Baby Bird Taught Me

October 7, 2026

What Is Values-Aligned Investing? Inside Our Approach at Abacus

September 3, 2026

Middle aged man on laptop looking thoughtful

How Much Should You Have in Bonds at 60? What the Age-Based Rule Gets Wrong

August 25, 2026

Blog Archive

Middle aged man in contemplation with hands on face

Your Financial Life in Retirement: The Numbers Matter, but So Does Everything Else

September 10, 2026

Coffee on a table with an laptop and newspaper

Q2 2026 Market Reflections: The Market Rebound, a New Fed Chair, and the SpaceX IPO

August 21, 2026

Q2 2026 Engagement Stories: Climate and Your Values-Aligned Portfolio

August 20, 2026

Young adult woman talking to parents at table

How to Talk to Your Family About a Trust Inheritance

July 23, 2026

Woman smiling at table in restaurant while being served

Why Being Midwest Nice Can Cost You Real Money

July 15, 2026

529, 530A (Trump Account), or UTMA: How to Choose the Right Savings Account for Your Child

July 2, 2026

Can I Afford To Retire? 3 Things to Consider Before You Decide

July 1, 2026

Outside door to Abacus Wealth Partners office in Sebastopol, CA. Employee owned.

The Benefits of Working with an Employee-Owned Financial Advisory Firm

June 30, 2026

Come Out, Come Out, Wherever You Are

June 11, 2026

Can a Donor-Advised Fund Platform Block Your Grant? Here’s What to Know.

May 11, 2026

Modern office desk with laptop displaying financial graphs, tablet, and open notebook

Q1 2026 Market Reflections: War, Uncertainty, and the Case for Staying the Course

May 1, 2026

Aerial view of AI data center in Virginia.

Q1 2026 Engagement Stories: AI and Your Values-Aligned Portfolio

April 27, 2026

Picture of wooden plaque showing that Abacus Wealth Partners is a Certified B Corporation.

B Corp Financial Advisor: What It Means and Why It Matters

March 23, 2026

Impact Alpha – Six barriers keeping foundations from impact investing and how to overcome them

March 6, 2026

RMDs Explained: What Savers Should Know Before Retirement

February 26, 2026

Money Heart-to-Hearts: 3 Must-Have Partner Conversations

February 5, 2026

Real Leaders – Pirate or Steward: What Your Exit Plan Says About Your Values

February 4, 2026

Financial Planning – Why RIAs should steer clear of the private equity off-ramp

February 3, 2026

Q4 2025 Market Reflections: Resilience, Volatility, and the Power of Staying the Course

January 29, 2026

Reimagining Power Through Community: Lessons from Our Minnesota Neighbors

January 29, 2026

What Is a Fee-Only, Fiduciary, CFP® Professional Financial Advisor?

January 22, 2026

Spencer Sherman in a meeting at Abacus Wealth Partners

Why Working With a Humble Financial Advisor May Be an Investor’s Greatest Advantage

January 15, 2026

Snow path in winter forest. Evening sun shines through trees. Sun illuminates trees with frost. Winter snowy sunny landscape.

Reflections on 2025: Expanding What’s Possible

December 18, 2025

woman doing tax planning and finances at desk

Why Read Another Year-End Tax Planning Blog? A Practical 2025 Checklist

December 12, 2025

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
elementor	never	This cookie is used by the website's WordPress theme. It allows the website owner to implement or change the website's content in real-time.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
__cf_bm	30 minutes	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
test_cookie	15 minutes	The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	6 months	A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
wordpress_google_apps_login	session	This is a functional cookie used for WordPress.This cookie allows the users to login to the site with their Google account.

Cookie	Duration	Description
_ga	1 year	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_gat_gtag_UA_1882163_6	1 minute	Set by Google to distinguish users.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
CONSENT	1 year	YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.
YSC	session	YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.

Blog

Should I Diversify My Company Stock If It Keeps Going Up?

Featured on the Blog

Should You Sell When the Market Drops? What a Baby Bird Taught Me

What Is Values-Aligned Investing? Inside Our Approach at Abacus

How Much Should You Have in Bonds at 60? What the Age-Based Rule Gets Wrong

Blog Archive

Your Financial Life in Retirement: The Numbers Matter, but So Does Everything Else

Q2 2026 Market Reflections: The Market Rebound, a New Fed Chair, and the SpaceX IPO

Q2 2026 Engagement Stories: Climate and Your Values-Aligned Portfolio

How to Talk to Your Family About a Trust Inheritance

Why Being Midwest Nice Can Cost You Real Money

529, 530A (Trump Account), or UTMA: How to Choose the Right Savings Account for Your Child

Can I Afford To Retire? 3 Things to Consider Before You Decide

The Benefits of Working with an Employee-Owned Financial Advisory Firm

Come Out, Come Out, Wherever You Are

Can a Donor-Advised Fund Platform Block Your Grant? Here’s What to Know.

Q1 2026 Market Reflections: War, Uncertainty, and the Case for Staying the Course

Q1 2026 Engagement Stories: AI and Your Values-Aligned Portfolio

B Corp Financial Advisor: What It Means and Why It Matters

Impact Alpha – Six barriers keeping foundations from impact investing and how to overcome them

RMDs Explained: What Savers Should Know Before Retirement

Money Heart-to-Hearts: 3 Must-Have Partner Conversations

Real Leaders – Pirate or Steward: What Your Exit Plan Says About Your Values

Financial Planning – Why RIAs should steer clear of the private equity off-ramp

Q4 2025 Market Reflections: Resilience, Volatility, and the Power of Staying the Course

Reimagining Power Through Community: Lessons from Our Minnesota Neighbors

What Is a Fee-Only, Fiduciary, CFP® Professional Financial Advisor?

Why Working With a Humble Financial Advisor May Be an Investor’s Greatest Advantage

Reflections on 2025: Expanding What’s Possible

Why Read Another Year-End Tax Planning Blog? A Practical 2025 Checklist

What’s your financial archetype?

How We Help

Get to Know Us

Contact Us

Newsletter Sign Up

Simplify your life with a plan

Blog

Featured on the Blog

Blog Archive

What’s your financial archetype?

The choice is yours.

Simplify your life with a plan