Amazon will reportedly lay off ~10,000 tech and corporate employees this winter. That makes Amazon the latest in a growing number of tech companies engaging… Read More »4 Steps Tech Employees Can Take to Navigate This Downturn
My generic advice to anyone receiving RSU compensation is to sell your stock as soon as the units vest. When your shares vest you pay… Read More »Sell or Hold RSUs? Scenario Analysis
The mega backdoor Roth is a great planning tool for high earners to get more money into tax advantaged accounts. Microsoft employees can contribute up… Read More »Microsoft Mega Backdoor Roth
“The current superbubble features a dangerous mix of cross-asset overvaluation, commodity shock, and Fed hawkishness. Each cycle is different – but every historical parallel suggests… Read More »Q3 2022 Investing Climate Update
Financial Planning for Social Security Retirement Benefits Social Security Retirement Benefits can be surprisingly complex. There are tons of different factors and situations that can… Read More »Preparing for Social Security Retirement Benefits