Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts. As most readers will be familiar, these funds generally have a year in their name that is supposed to correspond to the cohort of investors [...]
If you are considering giving, put away the checkbook and that debit card. There are better and more effective giving strategies out there. Intelligent giving meets your philanthropy goals and also allows for flexibility, control, maximum tax impact, and the ability to create a legacy. To give like Bill Gates [...]
Economic growth has been kind of weird lately. We've just lived through the greatest economic crash followed by the strongest recovery on record. US Real GDP QoQ data by YCharts But this temporary blip, caused obviously by the coronavirus pandemic, speaks to the wide range of possibilities under serious consideration [...]
As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a merger, a buy-out, a tender offer or even getting wrapped up in a SPAC. In any of those cases, your pre IPO stock options will [...]
If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may even have a large, highly appreciated, and concentrated vested stock holding. If so, this portion of your portfolio probably has done well for you over [...]
