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    • Investment Management
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The Woven Blog

December 15, 2025

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...
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My Company Is Going Public, Now What: What To Do With your ISOs

Readers welcome back to our pre-IPO crash course for tech professionals. An Initial Public Offering comes with many changes, challenges,...

My Company’s Going Public—Now What?

Just three short letters create some of the biggest buzzes in the world of investing: IPO.  Short for initial public...

What You Need To Know About Selling Your Employee Stock

If you receive a regular paycheck, then what you earn is what you get. Your take-home pay typically doesn’t change...

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How To Walk Into 2021 With Purpose and Confidence

Christmas trees came early this year. Have you noticed? By mid-November, weeks before the traditional start of the holiday season,...

How To Build A Socially Responsible Portfolio That Works

It’s no secret that at Woven Capital, we are passionate about socially responsible investing. But this zeal isn’t limited to...

Tax Planning—What It Is And Why It Matters

With a little tax planning throughout the year, there is no reason to dread April 15. You can avoid surprises...

Grow Your Money and Improve the World (Are You Ready for SRI?)

Perhaps money can’t buy love, but it can make the world a better place. Surprisingly, doing good, once the central...

How Financial Life Planning Benefits Your Money and Your Mind

Imagine you arrive for an appointment with a new financial advisor ready to sit down and pull out your income...
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