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Insights and Strategies for Tech Professionals: Navigating Wealth, Taxes, and Financial Success

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Move Over, IPOS: The Rise of Tender Offers in 2018

Back in November of 2017, we kept a close eye on some high-profile tender offers — and we predicted we’d

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The Definitive Guide to Restricted Stock Units

If you work at a tech company, your compensation likely stretches beyond the numbers on your paycheck — and that’s

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3 Ways to Plan for Your IPO

Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole

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IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far

So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year.

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Still Have Not Acted After Your IPO? It Could Be Costing You

Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their

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How to Pay for College with Stock Options

You know that education is important. You’re probably better educated than your parents — and your great income and stock

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The Definitive Guide on the Dropbox IPO for Tech Employees

In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy,

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The New 83(i) Election for NQSOs and RSUs Can Be a Big Tax Break

When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to the

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3 Tech Employees, 3 Different Stock Option Strategies

Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will