Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”
Continue readingYour Company Is Going Public. The Power of a Good Question. Or 5.
Have NSOs in a public company? How “leverage” helps you decide when to exercise them.
If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)
Continue readingLessons from Airbnb’s IPO
The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.
Continue readingAirbnb Is Going Public. What Should I Do with My Stock Options?
Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?
Continue readingAirbnb Is Going Public. What Should I Do with my RSUs?
Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.
Continue readingAirbnb Is Going Public. What a Good Time to Give Away Your Money.
If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
Continue readingAirbnb Is Going Public. Time to Create a (Flexible) Strategy.
Soooo…Airbnb’s going public. Can I get a woo woooo?!
Continue readingIs Airbnb EVER Going Public?
My Airbnb Options Are Expiring Soon. What Should I Do with Them?
You have lots of private-company stock. Should you sell it on a private secondary market?
Report from the Women-in-Tech Front (a.k.a. GHC19)
Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.
