As markets shift in response to global economic policy, political developments, and investor sentiment, many individuals are understandably wondering: Should I be doing something different with my portfolio right now? It’s a reasonable question, and one that’s come up ...
As a founder, executive, or pre-IPO employee, you've likely accumulated a significant portion of your wealth in company stock. While this represents a tremendous opportunity, it also comes with substantial risks. Concentrated stock positions can leave you vulnerable to ...
Diversification is a cornerstone of sound investing. But what happens when a significant portion of your wealth is tied to a single stock or asset? This scenario introduces concentration risk—a critical concept for investors to understand and manage. Decoding ...
Managing your 401k accounts effectively is crucial to securing a stable financial future. Many people either overlook their 401k accounts or leave them unmanaged, especially those from previous employers. This can result in missed opportunities for growth and ...
Diversification is a key element of any investment strategy. By putting your investment dollars in a variety of assets, you can limit the risk of significant losses, reduce volatility in your portfolio, and take advantage of a wider array of opportunities, potentially ...
With the rise of online investment tools, investing has become easier, more convenient, and more accessible than ever before. Today, a range of investment apps are available, allowing users to make trades quickly and seamlessly from their smartphones. While expanding ...
When you’re working for a startup and receiving equity compensation, hopes can run high at IPO time. Often, pre-IPO employees enjoy sizable boosts in their wealth after their companies go public. When things don’t go as planned, it can be hard to let go of the hope ...
As the prospect of your company’s IPO becomes more real, you have many decisions to make about how to invest your newfound wealth. ESG investing can help you pay your good fortune forward by supporting businesses that are making positive change in the world. Done ...
As your company prepares to go public, it’s important to get the very best financial advice to make the most of this rare opportunity. The right experienced, trustworthy financial professional can keep you aware of important deadlines, tax rules, and other details that ...
What is an 83(b) election? When you file an 83(b) election, you’re taking advantage of section 83(b) of the Internal Revenue Code (IRC). This provision allows early investors in a company, including employees receiving equity compensation, to calculate and pay tax on ...