Insights for Complex Financial Decisions

Strategic perspectives on equity, liquidity events, taxes, and long-term planning.

At Stickney Research, insight comes before action. Our work centers on helping individuals and families navigate moments where decisions are complex, time-sensitive, and often irreversible. These perspectives reflect the frameworks we use in advisory conversations.

What Makes These Insights Different?

Our insights are drawn from real advisory conversations and long-term planning frameworks, not market commentary or predictions. They are designed to help clients ask better questions before decisions become urgent.