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...
by Chelsea Rustek | Oct 10, 2023 | IPO, Tax Planning
How to make an IPO tax withholding selection that works for you. If you’re a tech employee with a looming IPO, you’ve got a potentially life-changing payday to look forward to. But before you get too excited, you need to make some big decisions. No, not about how soon...
by Landon Loveall | Aug 25, 2023 | IPO
Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly two-year dry spell, tech IPOs are seeming to finally pick up speed. Klaviyo and Arm recently shook things up with their...
by Landon Loveall | Aug 15, 2023 | IPO
Expert advice about maximizing your financial gains with the latest ARM IPO news. After a dry year and a half for tech IPOs, England-based semiconductor and software design company Arm Ltd shook things up with its public debut in September 2023. Though based in the...
by Landon Loveall | Aug 8, 2023 | Employee Stock Options, IPO
How to devise a smart selling plan and see real tech IPO examples you can learn from. WIth its 2021 rise and 2022 crash, the stock market has been quite a roller coaster these past couple of years. If your employer went public around 2020, you know firsthand just how...