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10 Tips on How to Get Ahead Financially in Your 20s
In this post, we’ll share ten practical ways on how to get ahead financially in your 20s, from building smart habits to making the most of your employer benefits and equity opportunities.
8 Things You Should Consider When Starting a New Job
In this post, we’ll walk through the top things to consider when starting a new job, from understanding your compensation package to planning for taxes and beyond.
Difference Between Restricted Stocks and RSUs
In this post, we provide a quick and easy overview to help you understand the difference between Restricted Stock and RSUs, the pros and cons of both, their tax treatment, and their risks and considerations.
Stock Market 101
In this post, you will learn what the stock market is, why it matters to you, and a few practical principles for navigating it wisely.
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.
Stock Options 101
In this post, we’ll walk through the basics of stock options, explain the pros and cons, and share what to watch out for so you can approach your decisions with more confidence.
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.
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.
RSU Supplemental Withholding 101
In this post, learn about RSU supplemental withholding, the tax implications both federally and in Califonia, and four things you can do to avoid a surprise bill.
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.
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.
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.