The Woven Blog

How to Avoid Lifestyle Creep (Even When Going Through a Promotion/Getting Stock Awards)

So many people get caught up in dreaming of “more.” More money, time, friends, experiences, etc. But what happens when...
Popular Reads

Do I Need a Trust if I Have a Will?

Most humans have a difficult time thinking about death, but it is a life circumstance that we all face. Part...

How to Improve Your Relationship With Money

What is your immediate thought when you hear the word relationship? If you’re like most people, thoughts of your spouse,...

7 Questions to Ask Your Financial Planner (And Why They’re important)

Finding the right financial planner isn’t easy. As a member of the tech industry, you’re likely experiencing a few things...

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...

The Quick List of Financial Designations

Understanding financial designations is one of the first steps in selecting the right financial professional for your needs. To that...

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...