by Landon Loveall | Jul 18, 2023 | Tech Industry
Build wealth and reach financial freedom with these insights from a certified expert. As a financial advisor, I work with tech professionals in all stages of their wealth-building journeys. Over the last ten-plus years, I’ve seen hundreds of clients make common money...
by Landon Loveall | Mar 30, 2023 | IPO, Tech Industry
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...
by Chelsea Rustek | Mar 23, 2023 | Tax Planning, Tech Industry
The company’s private equity deal gives current and former employees who hold restricted stock units a big payday. It’s generally been a dry season for IPOs, with companies’ internal valuations falling lower by the bell ring. Whenever we see a possible IPO, it somehow...
by Landon Loveall | Mar 14, 2023 | Tech Industry
Our team was in a weekly meeting last Thursday when I saw the headline “Silicon Valley Bank CEO Tells VC Clients to ‘Stay Calm.” I also saw their stock was down 60%. I let out an audible “Ohhh crap!” After apologizing to my colleague, Chelsea, for interrupting her tax...
by Chelsea Rustek | Oct 11, 2022 | Tech Industry
(And general acquisition principles for anyone to follow.) Nothing gets me amped up like an acquisition or an IPO. Helping our clients through one of these is not unlike the charge one gets from chugging a massive Monster energy drink, and using the sugar and caffeine...
by Landon Loveall | Apr 23, 2020 | Building Wealth, Financial Planning, Tax Planning, Tech Companies, Tech Industry
It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO...
