The Woven Blog

Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up

For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...
Popular Reads

The Ins and Outs of Stock Options and Restricted Stock Units

According the National Center for Employee Ownership, about 7.2% of employees own stock options, and even more employees have some...

7 Financial Planning Myths and Truths

Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...

Portfolio Theatrics: Surviving Market Volatility

There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...

When to Hire a Financial Advisor

Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...

How a Financial Advisor Can Make Your Life Better

Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...

Benefits of a Great Financial Advisor

This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...

What You Can Expect to Pay a Financial Advisor

This article is a guest post written by Scott Frank, founder of Stone Steps Financial.  Scott and I became friends...

Why You Need to Carefully Choose a Financial Advisor

Today’s post is brought to you by Timothy LaPean, owner of Thoughtful Financial Planning. Timothy and I became friends through the...