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 tax code works like that?”)
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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 have research to make me sound more legit.
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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 in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).
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Were you thinking about buying a home two years ago, but dang, those prices were just so hiiiigh? Ha ha ha ha. You thought prices were high then.
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In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow:
The pandemic and the associated economic chaos might well be the defining feature of Year 5. One client has already left Flow as a result of it. Other clients have had their incomes significantly reduced. And yet others are having a much harder time finding new jobs.
How many of your RSUs should you sell when they vest?
I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).
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Continue readingDon’t let anyone tell you that wealthy people don’t invest in mutual funds, stocks, and bonds. These traditional investment categories are the backbone of most portfolios and, in many cases, they are the only assets wealthy people invest in. You have not outgrown stocks and bonds just because you have new money.
Should I invest in the stock market?
Should I invest in crypto?
Should I use Robinhood?
Should I keep my money as cash?
When you start thinking about investing your money, these are The Wrong Questions.
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Do you have a charitable spirit? Maybe you already give some money away. Perhaps you want to start giving. Are you stymied by the “But HOW exactly?” of charitable giving? Is it hard to figure out how much money to give and which organizations to give the money to?
Did you just get a job offer? Or are you “levelling up,” as the kids say, in your current job? Let us pause a moment and think about what exactly you can negotiate for.
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As you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have the Consolidated Appropriations Act of 2021.
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The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.
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