by Landon Loveall | Jan 24, 2024 | Financial Planning, San Francisco
Should I buy a house now or wait? There is one question I struggle with more than any other. It’s impossible to answer. On the surface it’s easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest on...
by Landon Loveall | Jan 10, 2024 | San Francisco, Tech Industry
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same...
by Landon Loveall | Dec 26, 2023 | Financial Planning
A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s a culmination of years of hard work towards what used to seem like a pipe dream. Now, here you are with a lump sum of cash, thinking about your...
by Landon Loveall | Nov 14, 2023 | IPO
Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing is diversification. This practice of spreading your investments around helps you minimize your risk. But what happens when most of your eggs...
by Landon Loveall | Oct 24, 2023 | IPO
A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company is going public soon and now you’re left wondering how to handle it. First off, congrats! Your looming IPO is a big deal and a unique professional...