fbpx

alexrhs

About Alex Caswell, CFA CFP®

Alex’s motto is every dollar counts. Alex brings financial planning expertise, white-glove service, crazy creativity, and polite persistence when it comes to championing our client’s goals. No challenge is too big or too small to solve for clients when it comes to getting them to their financial definition of success. Alex holds the Chartered Financial Analyst designation and the Certified Financial Planner® designation.
25 03, 2024

Do I have to pay tax on stocks if I sell and reinvest? Not with Exchange Funds.

By |2024-03-28T00:18:59+00:00March 25th, 2024|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Do you have to pay tax on stocks if you sell and reinvest? Yes. But there's a way to effectively execute a similar transaction with similar positive outcomes through an exchange fund. If you are a tech professional, building your wealth by holding on to your employer's stock was probably [...]

1 11, 2023

How to Transform Your Wealth

By |2023-11-01T16:46:29+00:00November 1st, 2023|Financial Planning, Investing|0 Comments

If you're earning between $150,000 and $2,000,000 yet feel trapped in the 'new middle-class high-income' category, this guide is tailored for you. In the tech world, many dream of translating their hard work into wealth, seeking strategies for a more secure future. However, there's no shortcut to riches. Personal growth [...]

16 06, 2023

Short Term Rental Tax Benefits to Reduce Your W2 Taxes

By |2024-02-20T18:09:05+00:00June 16th, 2023|Financial Planning, Investing, Real Estate Investing, Tax Management|0 Comments

There are very few things that you as a high W2 income earner can do to reduce your tax bill. However, there are short-term rental tax benefits that give you access to a tax loophole that can meaningfully make an impact on your taxes. This Airbnb tax loophole (or VRBO) [...]

22 03, 2023

RHS Financial: What We Offer

By |2023-03-27T22:06:58+00:00March 22nd, 2023|Concentrated Investments, Economics, Entrepreneurship, Equity Compensation, Estate Planning, Financial Planning, Investing, Postmodern Finance, Real Estate Investing, Tax Management|0 Comments

What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This is for you. At RHS Financial one of our core principles is constant self-improvement. Both as an organization and as individuals. The benefit of being [...]

11 10, 2022

17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

By |2023-01-10T22:23:57+00:00October 11th, 2022|Equity Compensation, Financial Planning, Tax Management|0 Comments

As of January 10th, more than 172,000 tech employees in the U.S. have been laid off, according to Layoffs.fyi. The tech industry has experienced broad damage this year. From Twilio, to Netflix, to Patreon, to San Francisco, Silicon Valley, and the greater Bay Area, no one is immune. Have you [...]

X