Author: Meg

Meg’s Musings: (Reducing) Spending Edition

Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

I offer up these thoughts on spending in the spirit of: If it helps, I am happy. If this is not the right time for you to think about such things, please ignore them! The internet is wonderful (and terrible) in that nothing ever disappears. Come back later if you want.

A Collection of The Most Important Bits About Restricted Stock Units (RSUs)

Flow FP's block woman contemplates future cash with a checklist in hand

Over many blog posts and over many conversations with clients and colleagues, I’ve trotted out a few different ways of framing and understanding RSUs. I never know what framing is going to hit home, so I thought I’d gather them all into one post. Maybe one thing I write below will finally make you go, “Oooooohhhhh! That’s how they work.” A gal can hope.

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Reflections on Four Years of Flow.

FLow FP's block woman admires her beautiful 4th anniversary cake.

Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth year has been, by most objective standards, amazing. And I love writing, especially about myself. Yet I have struggled to write this post.

4 years anniversary business owner entrepreneur financial planner musings retrospective

Is Airbnb EVER Going Public?

Flow FP's Block Woman, overwhelmed by paper, feels a sense of Urgency. Of sorts.

Have you been waiting a Very Long Time for Airbnb to go public? Did you get all excited back in September of last year when Airbnb announced that it would go public in 2020? Are you beginning to wonder if it will ever happen? All that lovely stock, all those beautiful RSUs, all those tempting stock options…when will they turn into MONEY?!

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My Airbnb Options Are Expiring Soon. What Should I Do with Them?

Flow FP's block woman, up to her neck in paperwork, worries as things burn up.

If you started at Airbnb several years ago, you might be coming up hard and fast on an unpleasant deadline: The expiration of your options.

airbnb company stock company stock options exercising options investing Options stock options stock options expiring

Are You Suddenly Aware of Just How UNPrepared You Are for a Crisis?

Flow FP's Block Woman finds herself in a blank white landscape, with only a single roll of toilet paper.

Last week, I walked into my kitchen and exclaimed to my husband, “I sure am glad we both have life insurance.”

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What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?

You work for a public company. Your RSUs are continuing to vest. The stock market and, more importantly, your company stock have dropped a lot in price. Even if you’ve been comfortably following a strategy with your RSUs, are you feeling a wee bit less certain about the strategy right now?

company stock investing RSU RSUs stock market stock market down

Meg’s Musings: Coronavirus Edition

Even as the coronavirus pandemic has upended much of how we understand our lives to work, it has made me wonder about a potential good impact:

Will our lives feel more time abundant, now that we can’t go anywhere?

That and another tangentially related item in this edition of Meg’s Musings.

coronavirus creativity meaning of life musings social distancing stay home time

Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.

Flow FP's Block Woman examines potential advisers with a magnifying glass.

I’m guessing you don’t follow the financial-services media, so you probably missed the recent Giant Kerfuffle: the CFP® Board decided to remove compensation method from its Find a Planner tool.
Continue reading

financial planner financial planner benefits financial planning

Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).

Presumably you have been consuming a lot of media about the coronavirus and the recent stock-market drop. Over the last two weeks, the financial media has been bleeding and leading, so I thought a less hysterical commentary on at least the stock-market part might be helpful.
Continue reading

coronavirus investment management investment strategy mindset stock market stock market down

Tricks (Witting or Not) that Investment Advisors Play

Flow FP's Block Woman Contemplates the Shell Game

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 behavior.Continue reading

financial planner investing investment advice investment portfolio

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

Flow FP's block woman balances precariously on a large pile of stock.

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, you can’t. ‘Cause your company is private. Oh, the torture.

company stock investing private company stock privately held company secondary market stock market stock options

Author: Meg

Meg’s Musings: (Reducing) Spending Edition

A Collection of The Most Important Bits About Restricted Stock Units (RSUs)

Reflections on Four Years of Flow.

Is Airbnb EVER Going Public?

My Airbnb Options Are Expiring Soon. What Should I Do with Them?

What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?

Yes, vetting a financial planner is still entirely on you. Sorry. Here are some questions that can help.

Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).

Tricks (Witting or Not) that Investment Advisors Play

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

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