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Block Woman is lying on a yoga mat which is shown as green strip of paper. There is an orange rectangle piece of paper that says Introduction to YOGA!

Living Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.

I was recently talking with a couple who had significant wealth from a successful IPO a few years ago. (Ahhhh, those were the days.)
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How Much Should You Put in Your Child’s 529 College Account? What If It’s Too Much?

Your child is two years old. You want to save for their college. The answer to “Where should I save?” is easy enough. The bigger, harder question is: “How much
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Block Woman looks at a jumbled pile of multi-colored puzzle pieces.

How We Evaluate and (Hopefully) Improve a Client’s Existing Portfolio

As much as I think most of investing is boring (and should be), I really enjoy the puzzle of what to do when I first start working with a client’s
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A black-and-white image of Block Woman perched on a rough-hewn rock. Block Woman appears to be contemplating their shadow.

Our Investment Beliefs

I rarely talk about investing in this blog. It has been on purpose.
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Block Woman gazes at white horizontal sheet of paper propped up on a light-colored wood easel. A green question mark symbol hangs above her pointed head.

Employee Stock Purchase Plans (ESPP): Enroll, But Don’t Get Too Excited.

Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for
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You Just Started a New Job. How Much Should You Contribute to Your New 401(k)?

One of the many things you have to figure out when you start a new job is the new company 401(k).
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Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

November 30, 2022
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