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.
Continue readingHouses are crazy expensive. But the real question is: Are you ready to settle down?
Reflections on 5 Years of Flow
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 my RSUs should I sell?
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).
Continue readingSimple Investing is Good Investing
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.
When You Invest, Start with the Right Questions (Hint: They’re Pretty Simple)
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.
Continue readingHow I Created My Own Charitable Giving Plan
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?
What Can You Negotiate For? Pretty Much Anything. What SHOULD You Negotiate For?
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.
Continue readingWhat Women in Tech Need to Know about the Recent Stimulus Package
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.
Continue readingLessons from Airbnb’s IPO
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.
Continue readingAre you in a committed, but unmarried, partnership? You need to think about a few things.
A lot of our clients are in committed, unmarried relationships. Sometimes we work with only one member of the couple. Sometimes we work with both members. Most couples haven’t thought about the effects of their decision to remain unmarried.
Meg’s Musings: The Unknown
Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.
Continue readingReasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.
Have you ever had questions like these about your own finances? Wondered how to figure out the answer?
Continue reading