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DiversiFi Capital
About DiversiFi
Meet the Team
Our Core Values
Financial Planning
Overview
Tech Layoff Package
Wealth Management
Overview
Methodology
Our Portfolios
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All Posts
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Get to Know Us
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Investing
Tax
Resources
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Get Started
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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.

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9 Charitable Giving Strategies for Year-End
Investing, Tax DiversiFi Capital 12/5/23 Investing, Tax DiversiFi Capital 12/5/23

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.

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Have Stock from your Past Employer? Consider Covered Calls!
Equity Compensation DiversiFi Capital 11/17/23 Equity Compensation DiversiFi Capital 11/17/23

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.

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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.

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Boost Your Portfolio: Income & Diversification with Covered Calls
Equity Compensation DiversiFi Capital 10/25/23 Equity Compensation DiversiFi Capital 10/25/23

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!

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Our Top 10 Investing Tips
Equity Compensation, Investing DiversiFi Capital 9/18/23 Equity Compensation, Investing DiversiFi Capital 9/18/23

Our Top 10 Investing Tips

10 things you should keep in mind when you start your investing journey

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10 Investing Terms You Should Know if You Work in Tech
Equity Compensation, Investing DiversiFi Capital 9/6/23 Equity Compensation, Investing DiversiFi Capital 9/6/23

10 Investing Terms You Should Know if You Work in Tech

Equity, stock options, vesting….what does it all mean? Let’s get into it!

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