If you started at Airbnb several years ago, you might be coming up hard and fast on an unpleasant deadline: The expiration of your options.
What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?
Tricks (Witting or Not) that Investment Advisors Play
You have lots of private-company stock. Should you sell it on a private secondary market?
It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)
Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?
How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.
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? Continue reading
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 included a “true up” of matching contributions and dead-easy-to-use after-tax-401(k) contributions.
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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?
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.
Before You Invest Your Money, Make Sure You Understand What You’re Investing In
I recently spoke with a prospective client who wants to make sure their advisor can advise on cryptocurrencies, because they own some.
Cryptocurrencies fall cleanly outside of my investment philosophy, which is, in a word, boring: low-cost, broadly diversified investments that try to match the market performance, not beat it.