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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Financial Behavior

Blog

Financial Behavior

The Emotional Cost of Investment Decisions: Insights from Trump and Biden Eras

The Emotional Cost of Investment Decisions: Insights from Trump and Biden Eras

July 29, 2023 by Progress Wealth Management

Key Points: Economic Predictions and Investment Landscape Investing can be a complicated process, especially when it’s influenced by the economic policies of administrations like those of Trump and Biden. In an environment where economists’ predictions of recessions gain significant attention, it’s crucial to take a step back and understand the potential emotional costs of hasty […]

Filed Under: Financial Behavior, Investing

Guy who isn't stressed because he focused on his anti-goals

Anti-Financial Planning; a New Paradigm

Anti-Financial Planning; a New Paradigm

July 6, 2023 by Progress Wealth Management

We all know the typical drill when it comes to financial planning: set your goals, create a plan, and stick to it. But what if I told you there’s a different approach that might resonate better with you, especially if traditional goal-setting hasn’t worked out so well in the past? Enter the world of “anti-goals.” […]

Filed Under: Behavioral Finance, fee only advisor, Financial Behavior, Financial Planning, Uncategorized Tagged With: arvada colorado, Financial Planning, progress wealth management

RSU vs ISO: What's the difference? Picture of tech pros working

Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation

Stock Options Vs. RSUs: A Comprehensive Guide to Your Equity Compensation

July 3, 2023 by Progress Wealth Management

Key Points The world of equity compensation can be a confusing landscape to navigate. With multiple options such as Employee Stock Options and Restricted Stock Units (RSUs) on the table, it can be a challenge to understand the ins and outs of each. So, let’s delve deeper into these two popular forms of equity compensation […]

Filed Under: Amazon, Apple, Articles, Equity Compensation, Facebook, fee only advisor, Financial Behavior, Financial Planning, Google, Investing, Tax Planning Tagged With: arvada, arvada colorado, denver colorado, equity, equity compensation, equity incentives, Financial Planning, progress wealth management

What is Equity-Based Compensation?

What is Equity-Based Compensation?

August 9, 2022 by Progress Wealth Management

Key Points Before reading this article, keep in mind that no two financial plans are the same and what you do with your ISOs, ESPP, RSUs (etc) may be completely different than what someone else should do. Also remember that this article is explicitly education and not a recommendation of what you should do. Before […]

Filed Under: Equity Compensation, Facebook, fee only advisor, Financial Behavior, Financial Planning, Investing, Personal Finance, Roblox, Stripe Employee Benefits, Tax Planning Tagged With: Employer Equity Compensation, equity compensation, Financial Planning, ISOs, RSUs

3 Simple Steps For Beginners to Get Started Investing

3 Simple Steps For Beginners to Get Started Investing

June 10, 2022 by Blaine Thiederman

Key Points Written by Blaine Thiederman MBA, CFP. Founder of Progress Wealth Management Introduction: Although the stock market has served millions of investors for over a century, recent years have shown me that investments such as stocks are often misunderstood, misused, and even abused. The great bull market of 1982–1999 came to a screeching halt […]

Filed Under: Financial Behavior, Investing Tagged With: beginners guide to investing, Financial Planning, how to invest, how to invest in stocks, progress wealth management

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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