Investing Archives - Flow Financial Planning

Flow FP's Block Woman is hit by some paperwork challenges.

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

If you read my last blog post about the upcoming expiration of the Uber IPO lockup, you might have noticed that I barely mentioned tax and legal details.

Flow FP's block woman careens toward November 6 in her Uber

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

I know many things about the upcoming expiration of the Uber lockup:

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you should use it?

Flow FP's Block Woman can't stop seeing the INVESTING line on the eye chart.

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

It depends.

Thank you. Thank you. I’m here all week.

Flow Is Hiring!

Specifically, hiring an Associate Advisor.

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that figures into my point, which is:

Are you letting your vested RSUs just sit there, for lack of a better idea? (Video)

Every month or every quarter, your Restricted Stock Units vest and now you own (more) company stock. Are you keeping the company stock…just because you don’t know what you’d do with the money from selling it? There is a solution!

What? You mean my 401(k) can go DOWN? Well, I never…

How long have you been paying attention to your investments, or to the stock market? Has it been only for the last few years, or, maybe only since 2009? Read More

Anatomy of an Awesome 401(k). How Does Yours Compare?

Recently a few of my clients at major tech companies (to remain nameless!) have forwarded to me company emails proclaiming the latest improvements in their 401(k) offering. These improvements have included a “true up” of matching contributions and dead-easy-to-use after-tax-401(k) contributions.
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Uber’s Going IPO! What Do I Do?! Will I Be Rich? Ahhhh!

Perhaps by now you’ve settled down after reading the news of the Uber IPO filing a few days ago. My clients who used to work at Uber are, of course, Pretty Darn Excited about the announcement that Uber has filed for IPO, likely in Q1 of 2019.Read More

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