investing

Summer Stock Refresh: Strategic Selling During Quiet Trading Windows

It’s July, and if you work at a publicly traded tech company, you know what that means. The quiet period...

Socially Responsible Investing in the AI Era: Aligning Tech Wealth with Your Values

You work in tech. You’ve seen firsthand how technology can change the world, for better and for worse. Maybe you’re...

Mid-Year Financial Check-In: Adjusting Your 2026 Goals

We’re halfway through 2026. Can you believe it? If you’re like most people, you started the year with ambitious financial...

How to Evaluate Equity Compensation in Your First Tech Job Offer: RSUs, Stock Options, and Vesting Schedules Explained

You just got the offer letter from your dream tech company. The base salary looks good. The benefits are solid....

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...

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...

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...

Markets in an election year – how to stay calm during the turbulence

Have you had too much coffee, or are you suffering from election-year jitters? You’re not alone. Like clockwork, the presidential...