Skip to content

Investing

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
Read More

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
Read More

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,
Read More

Your HSA Is Better than Your 401(k) for Retirement Savings. Don’t Waste it on Actual Health Care Costs.

Like you, I’ve been going through Open Enrollment lately. Only I’ve been going through a whole bunch of open enrollments, for all of my clients. (It’s actually pretty cool, being
Read More
Flow Finan

I own a ton of company stock. I’m supposed to be doing something with it, right? Right?

Do you find yourself, after a few years of working at the same company, the proud owner of a whacking big pile of company stock?
Read More
Block Woman looks out over the audience at the Grace Hopper 2018 conference.

My Takeaways from #GHC18. And Yes They’re All About Money.

I think I’m still processing the scale and energy of the 2018 Grace Hopper Celebration of Women in Computing. This was my second year attending. The conference is, obviously, about
Read More
Flow FP's Block Woman contemplates two piles of stock, one larger but more ephemeral than the other.

Should You Ask for RSUs or Stock Options?

When you get a job offer, or a raise, or a bonus, you’re probably simply told that you’ll be receiving more restricted stock units or more stock options as part
Read More

What happens to my stock options after my company goes IPO?

Congratulations! It might seem like all tech companies go IPO, but that’s not true. In going IPO, your company is in rarified company.  And now visions of sugarplums, I mean,
Read More
Flow FP's block woman beside a stack of quarters. A second, smaller stack represents a company match. Matches pairs of quarters, one from each stack, walk into the distance.

My company doesn’t match my 401(k) contributions (or it’s a very small match). Should I still use my 401(k)?

Employer matching contributions to your 401(k) are a beautiful thing. They are also a thing of confusion.
Read More