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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.
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.
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!
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.
Have Stock from your Past Employer? Consider Covered Calls!
In the fast-paced world of technology, savvy investment strategies can be a game-changer for your financial growth. For tech professionals, covered calls can be a robust tool to enhance income and diversification.
Let’s unpack 10 key items tech employees should consider to determine if covered calls is a good fit.
Boost Your Portfolio: Income & Diversification with Covered Calls
Covered calls are an options trading strategy designed to generate income while helping you diversify your holdings. Let’s unlock the power & deconstruct the complexity around covered calls!
Our Top 10 Investing Tips
10 things you should keep in mind when you start your investing journey
10 Equity Comp Terms You Should Know if You Work in Tech
Equity, stock options, vesting….what does it all mean? In this post, we go over 10 equity comp terms you should know if you work in tech.