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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.
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!
How are Investment Earnings Taxed?
Something everyone should know: how investment earnings are taxed. Stay informed via our blog post!
10 Tax Terms You Should Know
The word “taxes” makes most people grimace and we get it: taxes can seem daunting! Even the language around taxes can feel overwhelming. To help combat the confusion, we’re breaking down some popular tax terms and what they mean.
Deep Dive: Backdoor Roth IRA vs. Mega Backdoor Roth 401(k)
What’s the difference between a backdoor Roth IRA and a Mega backdoor Roth 401(k)? Let’s dive into it!
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!
Our Top 10 Investing Tips
10 things you should keep in mind when you start your investing journey
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!
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.
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.
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.
