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  • Services
    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
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The Woven Blog

October 15, 2025

The IPO Wealth Windfall: Preparing for Life-Changing Liquidity Events

The notification hits your inbox: your company is going public. Suddenly, those stock options and equity grants that felt abstract...
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Investment Management Strategies

Comprehensive Investment Management Strategies for Long-Term Success

Managing your finances effectively requires a well-planned and comprehensive strategy, irrespective of your current financial situation. One of the core...

Sustainable Finance: A Guide to Green Investing and Eco-Friendly Spending

As we step into a new year, it’s crucial to work towards creating a sustainable and resilient future. A recent...

Transitioning Jobs and Managing Your Stock Portfolio: A Guide for Tech Professionals

Transitioning jobs is an exhilarating yet complex experience, especially when navigating the intricacies of your stock portfolio from your previous...

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How Can Pre-Retirees Proactively Transition to Consulting in the Tech Sector?

If you’re exploring this path, you may want to consider slowly transitioning into consulting while still employed.

Instacart’s Public Debut: What It Means for Both Employees and the Investment Market

What exactly is an IPO, and what does it mean for employees when their company leaps into the public market? 

How to Financially Prepare for a Potential Layoff in the Tech Sector

The technology world is a dynamic landscape of innovation and progress, offering countless opportunities for growth and success. However, even...

Transitioning Jobs? 5 Things You Need to Know

The decision to transition jobs can be exciting and daunting due to a range of emotions, uncertainties, and opportunities that...

Your Company May Help You Give Back To The Community, Here’s How

Employees often want more than just their paycheck and benefits. If you feel your work matters, you’ll be happier, more...
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