Skip to content
Home
About
About
Flow in the Media
FAQs
Job Openings
What We Do
Blog
Contact
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
Job Openings
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
Job Openings
What We Do
Blog
Contact
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
Job Openings
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
A few of our favorite media appearances
Find Flow in the Media
articles
The Wall Street Journal
- May 19, 2022
I Plan for Everything. But I Didn’t See Inflation Coming. (PAYWALL)
read more
nerdwallet
- January 3, 2022
Keep investing simple
read more
The Wall Street Journal
- September 10, 2021
Taking a career break
read more
Forbes
- August 31, 2021
Restricted Stock Units and Stock Options
read more
The Wall Street Journal
- May 29, 2021
SUDDENLY WEALTHY FROM MARKETS, SOME MILLENNIALS ARE STRESSED (PAYWALL)
read more
Forbes
- September 3, 2020
The tax impact of selling stock, cost basis, and Robinhood
read more
protocol
- August 21, 2020
Airbnb’s IPO
read more
Podcasts
You Can't Take It With You Podcast
- March 11, 2022
You got company stock! Now what?
Listen Now
Young Money Podcast
- September 9, 2021
Equity compensation
Listen Now
Morton Financial Advice
- August 3, 2021
Taking advantage of tech-company employee benefits
Listen Now
Morningstar
- March 3, 2021
Working with women in tech
Listen Now
XY Planning Network Blog
- April 29, 2020
Authentic communication with clients
Listen Now
