Options for Managing Your Concentrated Equity Position
Recommendations for managing a concentrated stock position.
Equity Compensation: Buy, Sell, or Hold?
8 Questions to Ask Before Hiring a Financial Advisor
Really effective advisors are often confidantes, financial quarterbacks, coaches, and sometimes even mediators for their clients. To be impactful, your Financial Advisor must also be someone you can relate to.
Gender-Lens Investing: What it is and Why it Matters
Want to really impact women in ways that go beyond words? Start directing your money to funds and investments that prioritize improving women’s well-being. It’s called gender-lens investing, and it aims to both boost gender equality and achieve investment returns.
Equity Compensation and You: How to Tell Your RSUs from your ISOs (and more!)
Steps to Take Now, To Reduce Your 2020 Tax Bite
tax season is right around the corner. Even though April 15th may seem far away, it’s not too early to do some planning for it. Actually, ideally, tax planning should be done throughout the year. Below are five steps you can still take to save on taxes.