Tricks (Witting or Not) that Investment Advisors Play
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.Read More
You have lots of private-company stock. Should you sell it on a private secondary market?
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.
Should You Exercise Your Options (in a private company)…to Give Your Career More Flexibility?
Should I exercise my options? When should I exercise my options?
If you work in a private company, I’m betting these questions go through your head with annoying frequency. And they’re hard questions to answer! Will the company succeed? Will the stock be worth anything? A lot? It’s all crystal-ball territory and therefore there are very few obvious or knowable answers.
It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?
As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)
It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)
Report from the Women-in-Tech Front (a.k.a. GHC19)
Things I learned at Grace Hopper this year:
- I cannot do basic arithmetic while standing in front of an audience of 200 people. 100 x 1000 really should be doable.
- Yes there is a wrong way to hold the slide clicker, Mr. “You can’t mess it up” A/V guy. Just Watch Me.
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.
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?
