Beyond the Advice: Meet Sarah Baker, CFP®
At Mason, we talk a lot about the advice we give. This series is about the people who give it. Beyond the Advice is a new series where we hand […]
Newlywed Estate Planning Checklist: What to Update After You Say “I Do”
By Ariadne Pojedinec, Financial Planning Associate at Mason Investment Advisory Services Marriage changes your legal and financial life more than almost any other event; it affects your taxes, your estate […]
Trump Accounts Explained: A 2026 FAQ Guide for Families
By Sharon Kampner, MBA, CFP®, Senior Wealth Advisor, Eric Rife, CFP®, CPWA®, Wealth Advisor, and Kerry Balagtas, CPA, Senior Director of Tax & Financial Planning Most families are used to […]
Should You Invest in an IPO? What Market History Says Before You Buy In
Authored by Lee Kapnisi, CFA, CFP®, CPWA®, Senior Financial Planner and Jason Doyle, Co-Director of Research | Mason Investment Advisory Services, Inc. Few events generate more market attention than a major […]
Institutional Investment Insights
Select a Resource to Download Mason’s Institutional Investment Consulting group works with endowments, foundations, defined benefit plans, and other institutional portfolios nationwide. Explore our latest thinking on the topics that […]
Own the Outcome: A Framework for Equity Compensation Tax Planning Decisions
By Eric Rife, CFP®, CPWA®, Wealth Advisor Equity compensation is often treated as a reward to hold onto rather than a decision to actively manage. RSUs, stock options, and other […]
How to Talk to Your Parents About Financial Planning (Before Life Forces the Issue)
Authored by Lee Kapnisi, CFA, CFP®, CPWA®, Senior Financial Planner In 2009, Lee Kapnisi was preparing to leave the UK and move to the United States. His wife is American, […]
2026 Second Quarter Market Review
Authored By Scott George, Co-Chief Executive Officer, Co-Chief Investment Officer, and President, Thomas Rolfe Pudner, CFA, CPA, CFP®, MST, Co-CIO & Co-Director of Research and Jason S. Doyle, Co-Director of Research […]
Medicare Advantage vs. Supplement: Why the Decision You Make at 65 Could Be One You’re Stuck With
By Margo Steinlage, Co-Owner, President and Independent Broker, Steinlage Insurance Agency, and Blaine Homan, CFP®, Mason Investment Advisory Services Turning 65 brings a flood of Medicare decisions, and one of […]
What Is Direct Indexing and Is It Right for Your Concentrated Stock Position?
By Eric Rife, CFP®, CPWA® and Thomas Pudner, CPA, CFA, CFP®, MST Co-Chief Investment Officer and Co-Director of Research, Mason Investment Advisory Services If you’re holding anywhere from one to […]
10 Questions to Ask a Financial Advisor Before You Hire One
Co-Authored by Chris Schreiner, MS, CFP®, CPA, Blaine Homan, CFP®, and Devin Johnson, CFP®, CPA | Mason Investment Advisory Services Choosing a financial advisor is one of the most consequential […]
IRMAA: The Hidden Medicare Surcharge That Surprises High Earners at Retirement — and How to Fight It
By Margo Steinlage, Co-Owner, President and Independent Broker, Steinlage Insurance Agency, and Blaine Homan, CFP®, Mason Investment Advisory Services Most people approaching retirement assume Medicare Part B costs roughly $200 […]
You Just Inherited Money. Now What?
By Sharon Kampner, MBA, CFP®, Senior Financial Planner at Mason Investment Advisory Services Inheriting money is one of those things nobody really prepares you for. One day it’s abstract — […]
The Section 351 Exchange: The Tax-Smart Way to Diversify a Concentrated Stock Position
By Eric Rife, CFP®, CPWA® and Thomas Pudner, CPA, CFA, CFP®, MST Co-Chief Investment Officer and Co-Director of Research, Mason Investment Advisory Services If you hold a large, concentrated equity […]
6 Strategies to Diversify a Concentrated Stock Position and What Each One Costs You in Taxes
By Eric Rife, CFP®, CPWA® and Thomas Pudner, CPA, CFA, CFP®, MST Co-Chief Investment Officer and Co-Director of Research, Mason Investment Advisory Services We often come across investors who have […]
Private Credit and Non-Bank Financial Institutions: A House of Cards?
By Derek Lesnak, CFA®, CAIA®, Associate Investment Consultant and Senior Investment Analyst of Research, Mason Investment Advisory Services The financial landscape has undergone a dramatic transformation since the Global Financial […]
Mason Ranked #24 on Barron’s 2026 Top 100 Institutional Consulting Teams
Reston, VA-based firm advances one position in prestigious national ranking, reflecting sustained commitment to disciplined, long-term investment counsel RESTON, VA — May 12, 2026 — Mason Investment Advisory Services has […]
Your Medicare Enrollment Questions Answered: What We Heard at Our Live Webinar
By Margo Steinlage, Steinlage Insurance Agency, Sarah Baker, CFP® and Blaine Homan, CFP® from Mason Investment Advisory Services Medicare enrollment is one of the most consequential financial decisions a person […]
What Every Woman Should Know About Her Finances Before It’s Too Late
By Sarah Baker, CFP® | Senior Financial Planner, Mason Investment Advisory Services ___________ In Belle Burden’s memoir Strangers, she describes the night her 20-year marriage ended. Her husband made a […]
Why Most Retirement Withdrawal Models Fall Short — and the Tool We Built Instead
For most people approaching retirement, one question matters more than any other: Will my money last? It sounds simple. The math behind answering it well is anything but. For decades, […]
What to Do When a Loved One Passes: A Step-by-Step Financial and Estate Checklist
Authored By David Engler, MBA, CFP®, Financial Planner, and Blaine Homan, CFP®, Financial Planner Key Takeaways Settling an estate is a process, not a single event. It unfolds over months, […]
Private Credit Investing Risks: What Every Investor Should Know
Private credit — loans made to companies outside of traditional bank lending or public bond markets — has grown into a trillion-dollar asset class, largely on the promise of higher […]
Allison Minutillo
Strategic Marketing Advisor
