- Learn
- Wealth management for people with equity
- All articles
Wealth management for people with equity - Archive
All articles and videos we’ve published in this collection.
Key concepts
Guide
Definitions
Articles
- The new startup benefit: Equity education4 min
- How to calculate taxes on underwater employee stock options3 min
- How should I value the stock options in my job offer?2 min
- Should I stay in my underpaid job and wait for the IPO, or quit?4 min
- How do I interpret the post-termination exercise language in my contract?3 min
- My startup got acquired right after I left, what do I do?4 min
- Am I about to get diluted?7 min
- Two high-income tech employees hired a financial advisor to help with their equity, finances, and estate planning
- Can you explain stock options basics to a total novice?3 min
- Can I DIY my financial plan?
- 3 ways to manage your stock options in a down market7 min
- Should I sell my stock options to pay down my mortgage?3 min
- How much do I owe in taxes from a cashless ISO sale?2 min
- 5 questions startup employees should ask a prospective financial advisor
- My employer wants to revise my signed stock option agreement4 min
- Why a Stripe employee hired a financial advisor and decided to sell in a tender offer
- Should I exercise my stock options?3 min
- How does the IRS define "long-term capital gains"?2 min
- How soon after I hit my 1-year cliff can I quit?2 min
- How can a financial advisor help with your equity?
- Why a startup sales director hired a financial advisor to make better equity decisions
- What happens to my stock options when my startup gets private equity funding?3 min
- The Importance of Real Estate
- Why would anyone exercise their stock options early?6 min
- Anatomy of an IPO10 min
- When should you sell your stock options?6 min
- Why don’t candidates get more information about stock options?3 min
- How do new grads afford their stock options?3 min
- How much are my shares actually worth?3 min
- Quitting my job on the eve of my 1-year vesting cliff3 min
- Why we play Moneyball with client portfolios
- How to decipher the stock options in your offer letter4 min
- Why a tech recruiter wanted a financial advisor that understood private stock options
- How do people get rich from their employee stock options?3 min
- Do pre-IPO stock options count toward my net worth?5 min
- Why shouldn't I collect a ton of equity by job-hopping?3 min
Videos
