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Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Client Story, Equity Compensation, Job Change, Real Estate, Getting Married DiversiFi Capital 9/3/25 Client Story, Equity Compensation, Job Change, Real Estate, Getting Married DiversiFi Capital 9/3/25

Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones

Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life

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Tender Offers: Explained
Investing DiversiFi Capital 7/14/25 Investing DiversiFi Capital 7/14/25

Tender Offers: Explained

In this post, we explain how tender offers work and their significance for employees, investors, and companies in the tech sector.

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Top 10 Mistakes on Tax Returns in 2025
Tax DiversiFi Capital 7/3/25 Tax DiversiFi Capital 7/3/25

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.

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Personal Finance for Tech Professionals 101: How to Budget
Budgeting DiversiFi Capital 6/23/25 Budgeting DiversiFi Capital 6/23/25

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.

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Turning Equity Compensation into a Home:  Sara & Jeff’s Home-Buying Journey
Client Story, Real Estate DiversiFi Capital 6/4/25 Client Story, Real Estate DiversiFi Capital 6/4/25

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.

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3 Steps to Structuring Joint Finances: Consolidate Finances As a Couple
Budgeting DiversiFi Capital 5/12/25 Budgeting DiversiFi Capital 5/12/25

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.

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Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Client Story, Equity Compensation DiversiFi Capital 4/23/25 Client Story, Equity Compensation DiversiFi Capital 4/23/25

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.

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Market Correction Survival Guide: 5 Tips to Stay Calm and Invest Smart
Investing DiversiFi Capital 3/24/25 Investing DiversiFi Capital 3/24/25

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.

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 From Overwhelmed to Empowered:  Samantha’s Palantir IPO Journey
Client Story, IPO DiversiFi Capital 3/11/25 Client Story, IPO DiversiFi Capital 3/11/25

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.

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Market Corrections Explained: Why They Happen and Why They’re Normal
Investing DiversiFi Capital 3/7/25 Investing DiversiFi Capital 3/7/25

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.

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RSU Supplemental Withholding 101
Tax, Equity Compensation DiversiFi Capital 2/7/25 Tax, Equity Compensation DiversiFi Capital 2/7/25

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.

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10 Covered Call Terms You Should Know
Investing, Equity Compensation DiversiFi Capital 2/3/25 Investing, Equity Compensation DiversiFi Capital 2/3/25

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.

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Rethinking Diversification: A Nuanced Approach to Concentrated Stock Positions
Equity Compensation, Investing DiversiFi Capital 2/3/25 Equity Compensation, Investing DiversiFi Capital 2/3/25

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.

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10 Tips on How to Combine Finances as a Couple
Budgeting DiversiFi Capital 1/22/25 Budgeting DiversiFi Capital 1/22/25

10 Tips on How to Combine Finances as a Couple

This post dives into 10 tips on how to combine finances as a couple.

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Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios
Tax, Equity Compensation, IPO DiversiFi Capital 1/15/25 Tax, Equity Compensation, IPO DiversiFi Capital 1/15/25

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.

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Tax Brackets Explained: Marginal vs. Effective Rates
Tax DiversiFi Capital 1/13/25 Tax DiversiFi Capital 1/13/25

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.

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Car Purchasing 101: Pros and Cons of Leasing vs Financing
Investing DiversiFi Capital 12/10/24 Investing DiversiFi Capital 12/10/24

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.

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ISO vs. NSO: A Strategic Approach for Tech Employees
Equity Compensation, Investing DiversiFi Capital 12/3/24 Equity Compensation, Investing DiversiFi Capital 12/3/24

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.

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9 Steps for Buying a Primary Residence
Real Estate, Investing DiversiFi Capital 11/19/24 Real Estate, Investing DiversiFi Capital 11/19/24

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.

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8 Disadvantages of Probate
Estate Planning DiversiFi Capital 11/15/24 Estate Planning DiversiFi Capital 11/15/24

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.

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