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DiversiFi Capital
About DiversiFi
Meet the Team
Our Core Values
Financial Planning
Overview
Wealth Management
Overview
Methodology
Our Portfolios
Covered Calls
Client Experiences
Education
All Posts
Equity Compensation
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Resources
Client Resource Center
FAQs
Get Started
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Capital Gains Tax 101
Equity Compensation, Investing DiversiFi Capital 10/22/25 Equity Compensation, Investing DiversiFi Capital 10/22/25

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.

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Equity Compensation 101
Equity Compensation DiversiFi Capital 10/14/25 Equity Compensation DiversiFi Capital 10/14/25

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.

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DiversiFi’s Investment Waterfall: Our Six-Tier Approach to Smarter Investing
Investing DiversiFi Capital 9/24/25 Investing DiversiFi Capital 9/24/25

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.

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Employee Stock Purchase Plans: Should I Participate?
Equity Compensation DiversiFi Capital 6/10/24 Equity Compensation DiversiFi Capital 6/10/24

Employee Stock Purchase Plans: Should I Participate?

This post explores the pros and cons of participating in employee stock purchase plans to help tech employees make informed decisions.

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