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Account Rebalancing 101
In this post, we will explore what account rebalancing is, why investors pay attention to it, and what trade-offs should be considered before putting a rebalancing strategy into practice.
Tax Exchange Funds 101
In this post, we will walk through what tax exchange funds are, how they work, and the key advantages and trade-offs to understand before considering one.
Margin of Safety 101
In this post, you’ll learn what a margin of safety means, how it works, and how to apply it across your financial life.
Alternative Minimum Tax 101
In this post, we’ll explain what the Alternative Minimum Tax is, who it affects, and how you can plan for it more effectively.
Home Insurance 101
In this post, we will walk through the basics of home insurance, what is covered (and what is not), how to choose the right policy, and when to review your coverage.
10 Tips on How to Get Ahead Financially in Your 20s
In this post, we’ll share ten practical ways on how to get ahead financially in your 20s, from building smart habits to making the most of your employer benefits and equity opportunities.
How to Read a Paystub for Smarter Financial Planning
In this post, we will walk through how to read a paystub so you can use it as a financial planning tool and what the information inside can tell you about your income, taxes, and long-term goals.
8 Things You Should Consider When Starting a New Job
In this post, we’ll walk through the top things to consider when starting a new job, from understanding your compensation package to planning for taxes and beyond.
Avoiding Scams Guide: A Guide for Protecting Your Loved Ones
In this post, we’ll review some of the most common scams aimed at older adults, share practical tips to help families stay safe, and point you toward resources you can use if you ever suspect fraud.
Difference Between Restricted Stocks and RSUs
In this post, we provide a quick and easy overview to help you understand the difference between Restricted Stock and RSUs, the pros and cons of both, their tax treatment, and their risks and considerations.
Stock Market 101
In this post, you will learn what the stock market is, why it matters to you, and a few practical principles for navigating it wisely.
Capital Gains Tax 101
In this post, you will learn what capital gains tax is, the difference between short and long-term gains, common scenarios for tech employees, and practical strategies to reduce the impact of taxes on your investments.
Stock Options 101
In this post, we’ll walk through the basics of stock options, explain the pros and cons, and share what to watch out for so you can approach your decisions with more confidence.
Private Market Investing: Rewards, Risks, and Considerations
In this post, we break down the rewards, risks, and four key considerations of private market investing.
Equity Compensation 101
In this post, we break down the basics of equity compensation, the main types you might encounter (like stock options, RSUs, ESPPs, and more), how they’re taxed, and tips to maximize your benefits.
The Private Market Lifecycle: Key Stages Every Investor Should Know
In this post, we break down the private market lifecycle, highlighting the key stages of private investing and illustrating how investors can identify opportunities and manage risk at each step.
10 Ways to Invest in Private Markets
In this post, we’ve grouped the 10 most common ways to invest in private markets into three levels: Entry, Intermediate, and Advanced, so you can see where you might fit.
DiversiFi’s Investment Waterfall: Our Six-Tier Approach to Smarter Investing
In this post, we break down the Investment Waterfall six-tiered framework, its purpose, and how it helps you make intentional choices based on the tier you’re navigating.
Private Market Key Terms & Concepts for Investors
In this post, we break down the private market key terms and concepts every private market investor should know.
401(k) 101: Contributions and Company Match
In this post, we’ll break down exactly what a 401(k) is, how it differs from other retirement accounts, how company matches and contributions work, and how it can help you reach your financial goals.