Investing Archives - Flow Financial Planning

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?

Airbnb Is Going Public. What Should I Do with my RSUs?

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

Airbnb Is Going Public. What a Good Time to Give Away Your Money.

If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.

Airbnb Is Going Public. Time to Create a (Flexible) Strategy.

Soooo…Airbnb’s going public. Can I get a woo woooo?!

Flow FP's block woman brings a stack of shares to the powers that be.

My (private) company is doing a tender offer. Should I participate?

When you work at a private company, you might dream about your company going IPO one day, and all your company stock turning into riches. If you’re reading this post, I imagine you are now contending with one of the other ways to turn private-company stock into grocery money: a tender offer.

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

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

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.