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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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.
Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.
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Have you ever had questions like these about your own finances? Wondered how to figure out the answer?
Continue readingAirbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?
Continue readingAirbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.
Continue readingIf you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
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