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Sep 28, 2024
7 Equity Compensation Lessons Tech Employees Should Know: Insights...
In my two decades of working with tech professionals, I’ve seen the significant impact that equity.....
Jan 31, 2025
A Guide for Tech Professionals to avoid most common financial risks
You’re a mid-career tech professional with a six-figure salary, a solid equity package, and a bright future......
Oct 31, 2024
Diamond Hands or Diversify: What to Do With Your.. Vested Company Shares
If you’re a tech professional, chances are you’re getting some form of company stock—likely as RSUs....
Mar 3, 2025
Your Wealth Byte: Is Your Company Stock the Next Leicester City?
Welcome to this edition of Your Wealth Byte, where we tackle the financial challenges tech professionals face.
Nov 30, 2024
What Are You Truly Working Toward?
This month, I am pausing the financial strategies to ask: What are you working....
April 1, 2025
Weathering the Storm—What Market Volatility Really Means for Your Wealth
Microsoft has asked me to run a short webinar on Friday to talk about tax planning....
