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DiversiFi Capital
About DiversiFi
Meet the Team
Our Core Values
Financial Planning
Overview
Tech Layoff Package
Wealth Management
Overview
Methodology
Our Portfolios
Covered Calls
Client Experiences
Education
All Posts
Equity Compensation
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Get to Know Us
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Investing
Tax
Resources
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5 Tips for Managing Underwater RSUs
Investing, Equity Compensation DiversiFi Capital 7/15/24 Investing, Equity Compensation DiversiFi Capital 7/15/24

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.

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Covered Calls 101
Equity Compensation, Investing DiversiFi Capital 4/28/24 Equity Compensation, Investing DiversiFi Capital 4/28/24

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.

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Equity Payout: Explained
Equity Compensation DiversiFi Capital 12/28/23 Equity Compensation DiversiFi Capital 12/28/23

Equity Payout: Explained

Equity comp can be confusing, so let’s discuss the different forms of stock compensation and how companies use them to pay their employees!

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Have Stock from your Past Employer? Consider Covered Calls!
Equity Compensation DiversiFi Capital 11/17/23 Equity Compensation DiversiFi Capital 11/17/23

Have Stock from your Past Employer? Consider Covered Calls!

In the fast-paced world of technology, savvy investment strategies can be a game changer for your financial growth. For tech professionals, covered calls can be a robust tool to enhance income and diversification.

Let’s unpack 10 key items tech employees should consider to determine if covered calls is a good fit.

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7 Things to Know About Stock Vesting
Investing, Equity Compensation DiversiFi Capital 11/8/23 Investing, Equity Compensation DiversiFi Capital 11/8/23

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.

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Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Investing, Tax DiversiFi Capital 11/6/23 Investing, Tax DiversiFi Capital 11/6/23

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!

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Boost Your Portfolio: Income & Diversification with Covered Calls
Equity Compensation DiversiFi Capital 10/25/23 Equity Compensation DiversiFi Capital 10/25/23

Boost Your Portfolio: Income & Diversification with Covered Calls

Covered calls are an options trading strategy designed to generate income while helping you diversify your holdings. Let’s unlock the power & deconstruct the complexity around covered calls!

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Our Top 10 Investing Tips
Equity Compensation, Investing DiversiFi Capital 9/18/23 Equity Compensation, Investing DiversiFi Capital 9/18/23

Our Top 10 Investing Tips

10 things you should keep in mind when you start your investing journey

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Restricted Stock Units (RSUs) 101
Equity Compensation DiversiFi Capital 9/8/23 Equity Compensation DiversiFi Capital 9/8/23

Restricted Stock Units (RSUs) 101

Restricted Stock Units (RSUs) are a powerful tool that can help you build wealth and secure your financial future. But before you dive in, it's essential to know the ins and outs of these mighty vehicles.

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10 Investing Terms You Should Know if You Work in Tech
Equity Compensation, Investing DiversiFi Capital 9/6/23 Equity Compensation, Investing DiversiFi Capital 9/6/23

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!

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