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Tender Offers: Explained
In this post, we explain how tender offers work and their significance for employees, investors, and companies in the tech sector.
Top 10 Mistakes on Tax Returns in 2025
In this post, we go over 10 most common mistakes we saw on tax returns in 2025.
Personal Finance for Tech Professionals 101: How to Budget
In this post on personal finance for tech professionals, we’ll walk you through the basics of budgeting tailored specifically for your unique compensation structure.
Turning Equity Compensation into a Home: Sara & Jeff’s Home-Buying Journey
Read about how Sara and Jeff, a tech couple working at Lyft and Chime, used their equity compensation to buy their dream home, with their advisor Alfred guiding them every step of the way.
3 Steps to Structuring Joint Finances: Consolidate Finances As a Couple
In this post, learn 3 simple steps to consolidate finances as a couple—set up joint accounts, build an emergency fund, and streamline your money management together.
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
Market Correction Survival Guide: 5 Tips to Stay Calm and Invest Smart
In this post, we offer you five tips on how to handle temporary market downturns like a pro and avoid knee-jerk decisions you’ll regret later.
From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey
Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.
Market Corrections Explained: Why They Happen and Why They’re Normal
If you've been investing for a while, you've likely experienced a market correction.
In this post, we explain why they happen, why they are normal, and how to navigate them.
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.
10 Covered Call Terms You Should Know
Call options can be a valuable tool for generating additional income and reducing concentrated stock positions at specific selling points.
In this post, we share 10 essential Covered Call terms to help you navigate this space.
Rethinking Diversification: A Nuanced Approach to Concentrated Stock Positions
In this post, we break down the trade-offs of diversification as a strategy, how to evaluate the risks of concentrated stock positions and scenarios of when it is best to diversify or hold on to your stock.
10 Tips on How to Combine Finances as a Couple
This post dives into 10 tips on how to combine finances as a couple.
Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios
This guide provides a straightforward approach to determining the most tax-efficient order for selling various types of equities, from stock options to long-term investments, if the company is not public yet.
Tax Brackets Explained: Marginal vs. Effective Rates
In this post, we’ll explain how marginal brackets work—using the bucket analogy—and address common misconceptions about supplemental income, bonuses, and tax brackets.
Car Purchasing 101: Pros and Cons of Leasing vs Financing
Deciding between leasing or financing a car? In this post, learn the pros, cons, and factors to consider for making the best decision for your budget and driving needs.
ISO vs. NSO: A Strategic Approach for Tech Employees
In this post, we will explain the key differences between ISOs and NSOs, including their tax implications and 5 tips on how to maximize the benefits.
9 Steps for Buying a Primary Residence
In this post, we will cover 9 steps for buying your first primary residence, from budgeting and financing to evaluating properties and making an offer.
8 Disadvantages of Probate
In this post, we dive into eight disadvantages of probate that should make you consider alternative options for passing on your assets.
