0
Skip to Content
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
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Resources
Client Resource Center
FAQs
Get Started
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
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Resources
Client Resource Center
FAQs
Get Started
Folder: About DiversiFi
Back
Meet the Team
Our Core Values
Folder: Financial Planning
Back
Overview
Tech Layoff Package
Folder: Wealth Management
Back
Overview
Methodology
Our Portfolios
Covered Calls
Client Experiences
Folder: Education
Back
All Posts
Equity Compensation
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Folder: Resources
Back
Client Resource Center
FAQs
Get Started
Filter By Category
  • About DiversiFi 7
  • Budgeting 3
  • Client Story 2
  • Equity Compensation 29
  • Estate Planning 8
  • IPO 1
  • Insurance 1
  • Investing 32
  • Real Estate 3
  • Tax 20

Search the Blog:

RSU Supplemental Withholding 101
Tax, Equity Compensation DiversiFi Capital 2/7/25 Tax, Equity Compensation DiversiFi Capital 2/7/25

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.

Read More
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.

Read More
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.

Read More
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.

Read More

About Us

Meet the Team

Our Core Values

Referral Network

Our Services

Financial Planning

Wealth Management

Tech Layoff Package

Get Started

Legal & Compliance

Form CRS

Privacy Policy

Terms of Service

Disclosure