Skip to content

June 2021

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the
Read More

This time with feeling: Keep your investing simple to get better returns.

My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I
Read More

Is your take-home pay too tiny to live on? That’s okay! We can make it work.

But, Meg, what will I live on? A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation
Read More