5 Ways to Sell Stock After an IPO
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually lasts six months. Now […]
Tips for working with your spouse at the same tech company
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same company. The […]
7 Critical Money Lessons for Tech Employees, From a Financial Advisor
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 mistakes. Some of my new clients come to the table with preconceived notions […]
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. […]
Silicon Valley Bank Collapse: 7 things Tech Employees Must Know
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 season update, I returned to the […]
What Adobe’s Figma Acquisition Means for Employees
(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 high to be ultra-productive and feel on top of […]
Long Term Savings for Big Tech Employees
When you work in tech, you usually fall in one of two camps: 1) A startup employee 2) A “big tech” employee If you’re in big tech, you know there’s nothing quite like working for a big tech company like Microsoft, Amazon, Google, or Facebook. They’re household names all over the world, and they’re resume […]
Secondary Market Offering: How to Sell in a Secondary Market Before a Direct Listing IPO
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an opportunity like this: While we all want our IPOs to be successful, a […]
3 Tax Things to Beware of After IPO
Initial public offerings, or IPOs, have had a dramatic increase over the course of 2018. Tech employees can expect this trend to continue into 2019 and beyond, which is incredibly exciting! Current and former tech employees who hold stock options and shares often have questions about what to expect, or what actions they’ll need […]