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Tax Treatment of RSUs
In this post we break down exactly how the tax treatment of RSUs works, when taxes apply, and what you should plan for.
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.
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.
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.
Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life
Turning Equity Compensation into a Home: Sara & Jeff’s Home-Buying Journey
Read about how Sara and Jeff, a tech couple working at Lyft and Chime, used their equity compensation to buy their dream home, with their advisor Alfred guiding them every step of the way.
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey
Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.
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.