How Much AMT Do You Owe? Our 2025 AMT Calculator Can Help You Figure It Out
Learn AMT basics with this guide and simplify planning using our free AMT calculator.
Tech Stock Offering Trends in 2025: Is the IPO Market Finally Back?
Curious about the tech stock offering trends? This guide highlights the newest IPOs and what they could mean for you.
Should I Set Up a 10(b)5-1 Plan?
Is a 10(b)5-1 plan a good idea? Or will it keep you trapped in a bad stock market? What if the stock price spikes beyond what you expected? Read here.
What is SMA Investing?
In the past, SMA investing (separately managed accounts) was only available to the already-wealthy. If you wanted a separately managed account in previous decades, you might have to scrape up tens of millions of dollars just to get one established… …And, needless to say, that’s just not possible for your average tech worker… even the […]
Startup Founder? Here’s How to Balance Your Career & Investment Portfolio
We’ve seen two big pieces of financial news hugging the headlines recently: 1) The NASDAQ is in correction. 2) The recent inflation trend is more than likely here to stay. And if you’re a startup founder, you might be starting to sweat. Why? Since the NASDAQ holds the majority of the companies, it being “in […]
Managing Your Investments – It’s a Balancing Act
The current health crisis and its impact on our jobs, our daily lives and our investments has many of us feeling confused and uncertain. Things change daily, and sometimes by the hour. It’s difficult to plan. So, what do you do? First, don’t panic. Take a deep breath. Be sure you are doing what you […]
This Is the Most Powerful Stock Option Investment Strategy You Can Use
No matter what kind of stock options you have, there are two specific end results of every well-executed stock option plan: cash and taxes. The sale and exercise of stock options will leave you with cash to be invested. Getting the cash in hand is only the beginning; you have to invest it strategically if […]