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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!
7 Things to Know About Stock Vesting
When landing a new job in the tech industry, all the details about stock options can seem overwhelming and jargon-filled. We’re here to help with a few high-level things to keep in mind about stock vesting.
Direct Indexing: A Game-Changer for Tax-Loss Harvesting
While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.
Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!
Dollar-Cost Averaging (DCA) 101: Pros & Cons
Navigate fluctuations in the market by investing a set amount of money at regular intervals through DCA. Learn more about this strategy!
How are Investment Earnings Taxed?
Something everyone should know: how investment earnings are taxed. Stay informed via our blog post!
Our Top 10 Investing Tips
10 things you should keep in mind when you start your investing journey
Backdoor Roth IRA 101
You probably have heard of a Roth IRA account, but do you know what a Backdoor Roth IRA is? Let’s get you caught up!
10 Investing Terms You Should Know if You Work in Tech
Equity, stock options, vesting….what does it all mean? Let’s get into it!
8 Investing Terms Everyone Should Know
To help shed some light on the often confusing world of investing, we put together a quick guide to common phrases you may hear when discussing investing.
Incentive Stock Options 101
Tech professionals are often offered incentive stock options (ISOs) as part of their compensation packages. ISOs can be a great way to align your interests with the company's, but they also come with potential tax implications that you must be aware of. Let’s dive in!