Blog
Do You Have the Right Financial Mindset for Success?
Success in life as it is in finance I believe is primarily driven by mindset. World Famous business and self-help coach Tony Robbins and others...
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Does Reality Even Matter Anymore? Part 2, Tech Bubble Redux
The US economy is down, but the US stock market is up, and now valuations are at about the all-time highs we last saw in...
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Does Reality Even Matter Anymore? Stock Market vs. Reality.
On July 30th, the US released the worst statistics on economic growth in its history. In the 2nd quarter of this year, US Gross Domestic...
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Should I Sell My RSUs When They Vest? Not In These 2 Situations.
How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest? Almost always with...
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How to Handle RSUs: Understanding your Emotions
There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look...
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SBA Small Business Loans and Alternative Sources for Cash Strapped Business Owners
The Novel Coronavirus has affected the world’s economy and business owners in a tremendously staggering way. Government mandates for sheltering in place and requiring only...
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A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families
The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone...
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The COVID-19 Bear Market: Observations and Opportunities
Soooo… I think we can all agree these last few weeks have not been a fun time to be an investor navigating the COVID-19 bear...
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RSU Tax Rate Is Exactly The Same As Your Paycheck
One of the biggest benefits of working for a tech company is receiving equity. As a CFP, it is one of my favorite and most...
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Interest Rates Aren’t Actually Very Low Right Now
Last Thursday, the yield on the US 30-year treasury bond fell below 2% for the first time in history, breaking its previous record set in...
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Instant Gratification and a Gold Star: The alternative path to good financial habits through a Good Decisions Fund
Unless you make a living writing a financial frugality blog, it is rare that someone truly enjoys the process of budgeting. When asked to think...
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Staying in the Game – Lessons From the Australian Team at SailGP in SF
Last weekend the San Francisco bay played host to an amazing sailboat racing event called SailGP. Sail Grand Prix (SailGP) is a racing event combining...
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