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Investing

Flow FP's block woman exercises her stock options -- at the gym!

Should You Exercise Your Options (in a private company)…to Give Your Career More Flexibility?

December 5, 2019 | ,
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
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Flow FP's Block woman is safe in her bucket, in a dangerous world.

It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?

October 31, 2019 | ,
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
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It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

October 18, 2019 | , ,
We’re pretty good at saving for the long term (retirement). We have our 401(k)s and IRAs. We’re pretty good at saving for now. We have cash in our bank accounts.
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Report from the Women-in-Tech Front (a.k.a. GHC19)

October 8, 2019 | ,
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.
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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.

September 10, 2019 | ,
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.
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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.

August 21, 2019 | , , ,
I know many things about the upcoming expiration of the Uber lockup:
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Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

July 15, 2019 |
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
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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.

July 2, 2019 |
It depends. Thank you. Thank you. I’m here all week.
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Flow Is Hiring!

June 21, 2019 | ,
Specifically, hiring an Associate Advisor. 
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If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

May 24, 2019 | ,
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
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