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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.
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
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.
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.
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.
Adjustable-Rate Mortgages (ARMs) vs. Fixed-Rate Mortgages
What’s the difference between an Adjustable-Rate Mortgage and a Fixed-Rate Mortgage? Let’s dive into it!
Real Estate Commission Rules Update: Guide for Sellers and Buyers
In this article, we’ll explain what the changes to the new real estate commission rules mean, how they affect the buying and selling process, and what buyers and sellers should be prepared for in this new landscape.
Understanding Your Auto and Home Insurance Rates
In this post, we’ll focus on auto and home insurance rates and the factors that affect your insurance premiums. We’ll also discuss some general recommendations for managing these costs.
9 Tips for Estate Planning as a Homeowner
Estate planning helps you avoid costly probate, minimizes tax burdens, and protects your home. In this post, we share 9 tips for estate planning as a homeowner.