11 Financial Moves to Make before 2023
With one month left in 2022 it’s a good time to review your financial situation and make sure you don’t miss any tax deadlines. With… Read More »11 Financial Moves to Make before 2023
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4 Steps Tech Employees Can Take to Navigate This Downturn
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
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
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