Blog
28 Jun 2022
Financial PlanningReal Estate Investing
Should I buy a house now or wait: Navigating personal needs and the market
No matter the state of the housing market, the question of “Should I buy a house now or wait” is on the mind of every...
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14 Mar 2022
Financial PlanningTax Management
How to reduce taxable income for high earners in 2024: W2 edition
As of 2024, when this article was written, if your income is above $161,000 as a single filer or $240,000 as a married filer, sadly,...
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1 Feb 2022
InvestingTax Management
Beware Target Retirement Funds in Non-Retirement Accounts
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....
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Effective Giving: Beyond Writing a Check
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...
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Pre IPO Stock Options and RSUs: A Comprehensive Guide
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...
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29 Jun 2021
Financial PlanningInvestingTax Management
A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk
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...
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15 Mar 2021
Financial PlanningInvestingTax Management
Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy
Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more...
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27 Jan 2021
Real Estate Investing
What You Need to Know About Fixed-Rate vs Variable-Rate Mortgages
Most people are familiar with the word “mortgage” long before they decide to buy a house. But once more specific terms and phrases enter the...
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Quantquake: 2020 and the Revenge Against the Nerds
2020, the most fascinating and boring year of my life, is over, and despite one of the most violent market crashes in history and the...
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16 Dec 2020
Financial Planning
Framework for Financial Success
This blog post will outline what I like to call a framework for financial success. I am a very visually oriented person and I wanted...
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7 Nov 2020
Equity CompensationFinancial Planning
Should I Participate in ESPP at Work? 5 Situations to Consider.
When you think about your employer benefits a question you should ask yourself is “Should I participate in ESPP at work?” If you have this...
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15 Oct 2020
Financial Planning
Money Mindset: From Scarcity to Abundance
This is the second in a three-part blog series on do you have the right money mindset for financial success. As your CFP it is...
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