financial advisor

Sustainable September: How ESG Investing Can Align Your Tech Salary with Your Values

September has become synonymous with fresh starts—back to school, new goals, renewed focus. For tech professionals seeking to make their...

Year-End RSU Tax Planning: Strategies for Tech Professionals Before Q4

As we approach the final quarter of the year, tech professionals with Restricted Stock Units (RSUs) face a critical window...

Should You Buy a Home When Mortgage Rates Are High?

Mortgage rates impact your payment. The higher the rate, the less affordable homes become. Should you buy when mortgage rates...

The Quick List of Financial Designations

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

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...

Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early

No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...

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...