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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.
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.
Dollar-Cost Averaging (DCA) 101: Pros & Cons
Navigate fluctuations in the market by investing a set amount of money at regular intervals through DCA. Learn more about this strategy!
Lump-Sum Investing 101: Pros & Cons
While some investors prefer to invest with regular, smaller amounts, others favor a single, substantial investment. Let's break down what Lump sum investing means and weigh its advantages and disadvantages.
Deep Dive: Unlocking the Potential of Incentive Stock Options (ISOs)
Incentive stock options can feel overwhelming for even the most seasoned startup employee. To help break down all the ins and outs of ISOs for those joining the start-up life, scroll through our deep dive to learn more and get your questions answered.
Non-Qualified Stock Options (NSOs) 101
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!
Employee Stock Purchase Plans (ESPP) 101
Employee Stock Purchase Plans (ESPPs) are a type of benefit that many companies offer to their employees. We’ve rounded up ten things to know about ESPPs!