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Deep Dive: Unlocking the Potential of Incentive Stock Options (ISOs)
Equity Compensation DiversiFi Capital 9/26/23 Equity Compensation DiversiFi Capital 9/26/23

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.

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Advisor Spotlight: Jared
About DiversiFi DiversiFi Capital 9/25/23 About DiversiFi DiversiFi Capital 9/25/23

Advisor Spotlight: Jared

Learn more about our financial advisor, Jared!

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Non-Qualified Stock Options (NSOs) 101
Equity Compensation DiversiFi Capital 9/21/23 Equity Compensation DiversiFi Capital 9/21/23

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!

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Employee Stock Purchase Plans (ESPP) 101
Equity Compensation DiversiFi Capital 9/20/23 Equity Compensation DiversiFi Capital 9/20/23

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!

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Advisor Spotlight: Alfred
About DiversiFi DiversiFi Capital 9/19/23 About DiversiFi DiversiFi Capital 9/19/23

Advisor Spotlight: Alfred

Meet our Head of Advisory, Alfred Au!

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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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Backdoor Roth IRA 101
Equity Compensation, Investing DiversiFi Capital 9/15/23 Equity Compensation, Investing DiversiFi Capital 9/15/23

Backdoor Roth IRA 101

You probably have heard of a Roth IRA account, but do you know what a Backdoor Roth IRA is? Let’s get you caught up!

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Advisor Spotlight: Thomas
About DiversiFi DiversiFi Capital 9/14/23 About DiversiFi DiversiFi Capital 9/14/23

Advisor Spotlight: Thomas

Learn more about one of our financial advisors, Thomas!

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Restricted Stock Units (RSUs) 101
Equity Compensation DiversiFi Capital 9/8/23 Equity Compensation DiversiFi Capital 9/8/23

Restricted Stock Units (RSUs) 101

Restricted Stock Units (RSUs) are a powerful tool that can help you build wealth and secure your financial future. But before you dive in, it's essential to know the ins and outs of these mighty vehicles.

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Advisor Spotlight: Brandon
About DiversiFi DiversiFi Capital 9/7/23 About DiversiFi DiversiFi Capital 9/7/23

Advisor Spotlight: Brandon

Learn more about our financial advisor, Brandon!

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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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8 Investing Terms Everyone Should Know
Equity Compensation, Investing DiversiFi Capital 9/4/23 Equity Compensation, Investing DiversiFi Capital 9/4/23

8 Investing Terms Everyone Should Know

To help shed some light on the often confusing world of investing, we put together a quick guide to common phrases you may hear when discussing investing.

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Advisor Spotlight: Raymond
About DiversiFi DiversiFi Capital 9/1/23 About DiversiFi DiversiFi Capital 9/1/23

Advisor Spotlight: Raymond

Learn more about our financial advisor, Raymond!

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Incentive Stock Options 101
Equity Compensation, Investing DiversiFi Capital 8/4/23 Equity Compensation, Investing DiversiFi Capital 8/4/23

Incentive Stock Options 101

Tech professionals are often offered incentive stock options (ISOs) as part of their compensation packages. ISOs can be a great way to align your interests with the company's, but they also come with potential tax implications that you must be aware of. Let’s dive in!

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