Skip to content

February 2020

Flow FP's Block Woman Contemplates the Shell Game

Tricks (Witting or Not) that Investment Advisors Play

I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly
Read More
Flow FP's block woman balances precariously on a large pile of stock.

You have lots of private-company stock. Should you sell it on a private secondary market?

You’ve got gobs of stock or options in Airbnb. Or Palantir. Or some other valuable but private company. The money is So Close. You can almost feel it. And yet,
Read More