DiversiFi Capital 7/7/26 DiversiFi Capital 7/7/26

6 Strategies for Managing Concentrated Stock

In this post, we dive into six concentrated stock strategies worth understanding. The most effective plans use several strategies at the same time.

DiversiFi Capital 7/6/26 DiversiFi Capital 7/6/26

Team Member Spotlight: Kyle Boos

In this post, learn about our Founding Engineer, Kyle!

DiversiFi Capital 7/2/26 DiversiFi Capital 7/2/26

Palantir Stock Guide: How to Think About Your Palantir RSUs and Stock Strategy

This guide explains how Palantir's stock compensation works and how to think through your decisions on vesting, taxes, diversification, and long-term financial goals.

DiversiFi Capital 6/25/26 DiversiFi Capital 6/25/26

Making Intentional RSU Decisions: A Behavioral Finance Perspective

In this post, we'll cover what behavioral finance is, why RSUs create a unique psychological environment, and what you can do to make more intentional decisions about the equity you earn.

DiversiFi Capital 6/25/26 DiversiFi Capital 6/25/26

Using Stock-Based Compensation to Fund Your Financial Goals

In this post, we dive into how to use stock-based compensation as a deliberate strategy to fund your financial goals, rather than letting vesting events pass without direction.

DiversiFi Capital 6/25/26 DiversiFi Capital 6/25/26

Psychology of Investing: How Emotions Impact Equity Decisions

In this post, we dive into the psychology of investing and how emotions influence decisions around equity compensation, why selling company stock can feel harder than it should, and how to build structures that keep your financial plan on track.

DiversiFi Capital 6/23/26 DiversiFi Capital 6/23/26

4 Reasons Investing Matters More Than Investments

In this post, we break down why the system behind investing, how you save, allocate, and stay invested, matters more than the investments themselves.

DiversiFi Capital 6/23/26 DiversiFi Capital 6/23/26

Team Member Spotlight: Kyle Bautista

In this post, learn about our Marketing and Communications Coordinator, Kyle!

DiversiFi Capital 6/23/26 DiversiFi Capital 6/23/26

Equity Compensation Tax Planning 101

In this post, we break down the equity compensation tax planning opportunities that tend to have the greatest impact.

DiversiFi Capital 6/16/26 DiversiFi Capital 6/16/26

Top Mistakes on Tax Returns in 2026

Here are the most common tax mistakes we found in 2026, on 2025 Tax Returns.

DiversiFi Capital 6/11/26 DiversiFi Capital 6/11/26

Case Study: Building Our Starter Client’s Financial Foundation

Read about what it was like for our advisor, Thomas, to work with this Starter-level couple to help them build their financial foundation.

DiversiFi Capital 5/13/26 DiversiFi Capital 5/13/26

Insurance Planning for Parents: Protecting Your Family’s Financial Future

In our recent webinar for parents, we discussed why insurance planning becomes an important part of financial planning after having children and how families can think about protecting their long-term financial stability.

DiversiFi Capital 5/13/26 DiversiFi Capital 5/13/26

Budgeting for Parents: What Changes Financially After Kids

In a recent webinar we hosted for parents, we discussed how budgeting for parents evolves after having children and why the early years often require a shift in mindset rather than a perfectly optimized financial plan.

DiversiFi Capital 5/12/26 DiversiFi Capital 5/12/26

Education Planning for Kids: Saving Without Sacrificing Retirement

In our recent webinar for parents, we discussed how education planning for kids often feels urgent but rarely requires immediate perfection. Instead, families can benefit from thinking about education savings as part of a broader financial plan that balances multiple long-term priorities.

DiversiFi Capital 5/12/26 DiversiFi Capital 5/12/26

Estate Planning for New Parents: Planning for the Unexpected

In our recent webinar for parents, we discussed why estate planning for new parents becomes especially important and the steps families can take to create clarity around important financial and personal decisions.