Sell or Hold RSUs? Scenario Analysis
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
Blog
Microsoft Mega Backdoor Roth
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
Q3 2022 Investing Climate Update
“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
Preparing for Social Security Retirement Benefits
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
Microsoft Employee Stock Purchase Plan (ESPP)
Microsoft’s Employee Stock Purchase Plan (ESPP) is a great perk. Employee’s receive a 10% discount on Microsoft stock, which essentially means you can get free… Read More »Microsoft Employee Stock Purchase Plan (ESPP)