The acquisition transition: You got a lump sum of cash, now what?
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 next move. Considering what’s next might […]
3 Ways to Manage Concentration Risk After Your 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 are, conversely, in one basket? You face concentration risk. This tends to be […]
So your company is going public? 3 key factors to inform your IPO plan
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 milestone not a lot of people get to […]
Tech IPO tax planning: Should you select 22% or 37% withholding?
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 you’ll retire or what international vacation […]
Instacart eyeing long-awaited IPO: How its employees can prepare for the big day
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 plans to go public in September. Now, grocery-delivery company Instacart is doing the same. […]
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. […]