Investing Archives - Flow Financial Planning

Your Company Is Going Public. The Power of a Good Question. Or 5.

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

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?”)

This time with feeling: Keep your investing simple to get better returns.

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.

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).

Simple Investing is Good Investing

Don’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.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Lessons 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.

Airbnb Is Going Public. What Should I Do with My Stock Options?

Airbnb 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?