Blog
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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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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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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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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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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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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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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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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