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 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 United Kingdom, the SoftBank-owned company — which has offices in […]
RSUs vs. Cash: Which Should I Choose Before a Tech IPO?
Instacart employees can choose between cash and RSUs for their refresh grants this year. Here’s the smarter choice. Today’s stock market has lost some steam, and it didn’t happen out of the blue. The shift can be traced back to historically quick reversals in U.S. monetary policy post-2021, along with dramatically increased interest rates. These […]
7 Female Founders Who Took Their Tech Companies Public
Meet seven women entrepreneurs who successfully took their tech companies public. From scaling their startups to looking for venture capital, female founders have made strides to level the male-dominated tech playing field. Each year, we see more women entrepreneurs in the tech space, and numbers are only expected to grow. Female-led tech IPOs have also […]
Post-IPO blues: How to cut your losses after riding the tech stock dips
You may have held onto your stock for too long but there’s still time to turn things around. Going public is no easy feat. As a tech executive, you get so consumed by the IPO process that it feels impossible to pause and make a financial plan for what you’ll do after the bell rings. […]
Psychology of Sudden Wealth: How to Confront a Spouse Who Wants to Splurge After an IPO
Your company’s gone through an IPO, the lockout period is coming to a close, and you’re counting down the days until you can finally get your hands on some of that hard-earned cash. That is… until your husband or wife starts talking about their ideas on what you two should do with the money… and […]
Managing a Financial Windfall With Your Partner: IPOs
We all know the cliche: most lottery winners end up broke. And we also all know why: When people who aren’t used to big financial windfalls receive them, they don’t know how to manage them properly. Even if they’re given a “golden ticket” amount—where technically, on paper, they’d never have to work again—many still end […]
How & When to Sell Shares After an IPO
It was a Friday, and I’d just wrapped up a long week of work in our San Francisco office. I was excited to get home, and at first it seemed like any other week: get to the airport, grab some breakfast, and hop on the plane home to my wife and children in Tennessee. That’s […]
5 IPO Planning Mistakes to Avoid
As you might have guessed from the title, I’ll use this post to go over five specific IPO planning mistakes to avoid. These are all things I’ve seen clients do when preparing for their IPOs, so I want you to be aware of them. But before we jump into that list, and almost more important […]
Profitable Passive Income Investments After Your IPO
Anytime someone talks about financial freedom, you hear about passive income. It’s most peoples’ fantasy. After all… why wouldn’t it be? Who wouldn’t want to have enough money coming in to pay their bills without having to trade 40+ hours for it every week? The idea of it feels somewhat mystical, and while solid passive […]