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Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

stripe OpenRouter Deal

Stripe’s Reported OpenRouter Deal: What Employees Should Know

What OpenRouter employees should know about their equity as Stripe's reported $7B acquisition talks unfold.
Exchange Funds and Direct Indexing

Concentrated Stock Diversification Strategies After an IPO: Exchange Funds and Direct Indexing

See how exchange funds and direct indexing help you diversify without recognizing your full gain at once.
Startup Down Round for Founders

Startup Down Round for Founders: What Happens to Your Equity When Valuation Drops

A down round changes more than your company's valuation. Here's what actually happens to your ownership, your stock options, and
anthropic mandatory 10b5-1 trading plan

What Anthropic’s Mandatory Trading Plan Idea Means for Its Employees

Anthropic may require all employees to use 10b5-1 trading plans post-IPO. Here's what that would mean.
Exercise Stock Options Before IPO

When Should You Exercise Stock Options Before an IPO? A Real Guide for Tech Employees

Timing is everything so learn when to exercise stock options before IPO. Here's a guide to understand the tricks and
qsbs apply to pre-ipo shares

What Is QSBS and Does It Apply to Your Pre-IPO Shares?

Does QSBS apply to pre-IPO shares and what is it exactly? Understand it well and learn how to maximize it.
Plan for Lockup Expiration After IPO

How to Plan for Your Lockup Expiration After an IPO

What should you do when your IPO lockup expires? Understand taxes, selling strategies, and how to manage RSUs and stock
Pre-IPO Financial Advisors

3 Financial Advisors Who Handle Pre-IPO Planning

Explore three financial advisors who specialize in pre-IPO planning, including KB Financial Advisors, Brooklyn FI, and Flow Financial Planning.
OpenAI Anthropic Pre-IPO plan

If You Work at OpenAI or Anthropic, Here’s What to Think About Before IPO

If you work at OpenAI or Anthropic, learn what to consider before an IPO. Understand RSUs, stock options, taxes, lockups,