Filter By Category
- About DiversiFi 15
- Advanced Financial Strategies 23
- Budgeting 11
- Client Story 6
- Equity Compensation 31
- Estate Planning 12
- Financial Scams 1
- Getting Married 4
- Going Through an IPO 4
- Growing Your Family 5
- Home Buying 9
- Insurance 2
- Investing 49
- Job Change 4
- Planning For Retirement 6
- Real Estate 5
- Tax 28
Search the Blog:
Tax Exchange Funds 101
In this post, we will walk through what tax exchange funds are, how they work, and the key advantages and trade-offs to understand before considering one.
Margin of Safety 101
In this post, you’ll learn what a margin of safety means, how it works, and how to apply it across your financial life.
Alternative Minimum Tax 101
In this post, we’ll explain what the Alternative Minimum Tax is, who it affects, and how you can plan for it more effectively.
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.
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.
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.
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.
Tax Treatment of Restricted Stock: Explained
In this post, learn about the tax treatment of restricted stock to maximize your benefits and avoiding unexpected tax liabilities.
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.
8 Things to Know About Trading Windows for Employees in Tech
Understanding trading windows and the rules surrounding them is crucial to making informed decisions about when to buy or sell company stock.
In this post, we share 8 key things to know about trading windows for employees in tech.
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.
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.
Trading Windows: Explained
This post explores what trading windows are, closed versus open windows, and how to navigate them effectively with the right planning.
Selling Private Company Stock: The Insider's Guide To Cashing In Before The IPO
Startups can be exciting and promising ventures, but often require significant time, effort, and money before becoming profitable, which means many start up employees receive stock options as part of their comp package. Let’s discuss how startup employees can sell shares of their privately held stock before it goes public!
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!
Tired Of Trading Windows? Meet The 10B5-1 Plan.
Let’s explore what a 10b5-1 plan is, how it works, and the risks and rewards associated with implementing such a plan.
Maximizing Impact: The Role of Donor-Advised Funds in Your Charitable Giving Strategy
Donor-Advised Funds (DAFs) have emerged as a powerful tool for charitable giving. But what makes DAFs particularly appealing for stock-based compensation professionals? Let's dive in!
9 Charitable Giving Strategies for Year-End
Charitable giving is not just an act of generosity—it's also a savvy financial strategy. Learn about some tips to maximize your charitable impact before the year's end.