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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.
Private Market Investing 101
In this post, we explain what private market investing is, why it matters, who can participate, and how it can unlock diversification, innovation, and growth beyond the public markets.
Tender Offers: Explained
In this post, we explain how tender offers work and their significance for employees, investors, and companies in the tech sector.
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.
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.
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.