Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Tips for working with your spouse at the same tech company

Tips for working with your spouse at the same tech company

  Finding the time to meet someone and date are really hard when you work in tech. There are the

investing a lump sum from an acquisition

The acquisition transition: You got a lump sum of cash, now what?

A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s

manage concentration risk after ipo

3 Ways to Manage Concentration Risk After Your IPO

Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing

company going public plan ipo

So your company is going public? 3 key factors to inform your IPO plan

A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company

Feeling burn out ? consider taking a career break

Feeling burnt out? Consider taking a career break

How to properly take time away from work to benefit your career and financial goals. There’s a special kind of

unsplash ipo

Instacart eyeing long-awaited IPO: How its employees can prepare for the big day

Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly

arm ipo 2023

Arm IPO News: How its U.S. Employees Can Prepare for the Big Day

Expert advice about maximizing your financial gains with the latest ARM IPO news. After a dry year and a half

sell stock post 2022 ipo offering

Did you hold onto your stock through the 2022 dip? Here’s how to make your money back.

How to devise a smart selling plan and see real tech IPO examples you can learn from. WIth its 2021

7 money lessons for tech employees from a financial advisor

7 Critical Money Lessons for Tech Employees, From a Financial Advisor

Build wealth and reach financial freedom with these insights from a certified expert. As a financial advisor, I work with