DiversiFi Capital 10/19/26 DiversiFi Capital 10/19/26

Team Member Spotlight: Jeny Shireman

In this post, learn about our Business Systems & Rev Ops Lead, Jeny!

DiversiFi Capital 10/16/26 DiversiFi Capital 10/16/26

Retirement Account vs. Brokerage Account: Where Should You Save?

In this post, we break down how to think about allocating savings between retirement accounts vs. brokerage accounts, how that balance shifts over time, and how to approach the tradeoff between efficiency and flexibility.

DiversiFi Capital 10/16/26 DiversiFi Capital 10/16/26

QSBS Stacking Explained: How It Works and What to Consider

In this post, we'll explain how QSBS stacking works, how gifting shares and trusts fit into the picture, and what to consider before transferring QSBS.

DiversiFi Capital 10/13/26 DiversiFi Capital 10/13/26

RSU Supplemental Withholding 101

In this post, learn about RSU supplemental withholding, the tax implications both federally and in Califonia, and four things you can do to avoid a surprise bill.

DiversiFi Capital 10/8/26 DiversiFi Capital 10/8/26

401(k) Company Match, Contributions and the Mega Backdoor Roth

In this post, we’ll break down how Traditional and Roth 401(k) company match works, how your contributions fit in, what happens if you change jobs during the year, and how the Mega Backdoor Roth can help you maximize your retirement savings.

DiversiFi Capital 10/6/26 DiversiFi Capital 10/6/26

Google Stock Guide: How to Think About Your Google Equity Compensation and Stock Strategy

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

DiversiFi Capital 8/18/26 DiversiFi Capital 8/18/26

Stock Option Taxes: Tax Planning for ISOs vs. NSOs

In this post, learn how stock option taxes work for ISOs and NSOs, including tax treatment, exercise timing, AMT considerations, and strategies to minimize taxes.

DiversiFi Capital 8/5/26 DiversiFi Capital 8/5/26

Required Minimum Distributions 101

In this post, we'll cover what RMDs are, who has to take them and when, how they're calculated, and what happens if you miss one.

DiversiFi Capital 8/4/26 DiversiFi Capital 8/4/26

Anduril Stock Guide: How to Think About Your Anduril Equity Compensation and Stock Strategy

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

DiversiFi Capital 7/23/26 DiversiFi Capital 7/23/26

Money Moves: QSBS & Liquidity Planning

In this post, we explore how thoughtful liquidity planning can help preserve future QSBS planning opportunities, share a real-world client case study, and discuss the key decisions that can have a lasting impact on your planning abilities.

DiversiFi Capital 7/23/26 DiversiFi Capital 7/23/26

5 Equity Strategies for Managing Concentrated Private Company Stock

This post covers five strategies private company employees can use to manage concentration risk, protect financial flexibility, and participate in upside without overexposing their financial lives to a single outcome.

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.