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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.
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.
Mega Backdoor Roth Guide
In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.
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!
Guide to Gifting Rules for Parents
In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.
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.
5 Tips for Managing Underwater RSUs
The reality of vested shares can be complex and sometimes disappointing, especially if the stock price has fallen since the IPO. If you find yourself in this situation, here are 5 strategies for managing your underwater RSUs effectively.
Tax Hack: Charitable Remainder Trusts Explained
In this post, we will explain what Charitable Remainder Trusts are, how they work, their benefits, drawbacks, and the different types available.
Cash Needs vs. Chasing Yield: Choosing Between Bond Ladders and Money Market Funds
In this post, we break down the key differences between bond ladders and money market funds to help you decide which is right for you.
Series I Bonds: Explained
In this post, we'll explore everything you need to know about Series I Bonds, from how they work to their benefits and how to invest in them.
Covered Calls 101
In this post, we'll delve into what covered calls are, how they work, and explore the pros and cons of implementing this strategy. We’ll also share more about our Covered Call service, in the event that you want some guidance and support implementing this investment strategy.
10 Things to Do Right Away if You’re Laid Off
It’s important to understand the financial impact of your job loss and strategize the next steps. In this post, we share 10 actions you should take if you’re unexpectedly let go from your company.
Net Worth Calculator
Net worth is a key component of financial planning—it is the foundation for budgeting, retirement modeling, and investing. Use our net worth calculator to gain a better idea of your net worth!
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.
The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money
The impending shutdown of Mint signifies the end of an era. With this news being so fresh, we’ve spent some time researching and testing a few platforms, and will continue to dive deeper into various budgeting apps.
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!