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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Investing

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

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

Financial advisor vs financial consultant; what’s the difference and which is better for you?

Financial advisor vs financial consultant; what’s the difference and which is better for you?

February 1, 2023 by Progress Wealth Management

Key Points Introduction Deciding which financial professional to work with can be a daunting task. It’s important to understand the different types of services they offer and how they can help you reach your financial goals. One of the most common questions people have is whether to work with a financial advisor or a financial […]

Filed Under: fee only advisor, Financial Planning, Investing, Personal Finance, Retirement Panning, Retirement Planning Tagged With: arvada, arvada colorado, denver, denver colorado, financial advisor in denver, financial advisors in arvada, financial advisors in denver, Financial Planning, progress wealth management

How To Defer Taxes On Your RSUs

The Comprehensive Guide To RSU Vesting Schedules for Etrade RSUs

The Comprehensive Guide To RSU Vesting Schedules for Etrade RSUs

January 27, 2023 by Progress Wealth Management

Key Points Restricted performance stock is a type of equity compensation that is granted to employees as a form of incentive or compensation. It is typically subject to certain restrictions, such as a vesting schedule or performance conditions, before the employee can fully exercise their rights to the stock. If your company gave you RSUs […]

Filed Under: Amazon, Equity Compensation, Facebook, Financial Planning, Investing, Salary Negotiation Tagged With: arvada colorado, denver colorado, equity compensation, How to use RSUs, ISOs, progress wealth management, RSU, RSUs

The Comprehensive Guide To Your Amazon 401k | Progress Wealth Management

The Comprehensive Guide To Your Amazon 401k | Progress Wealth Management

January 26, 2023 by Progress Wealth Management

Key Points Introduction Are you employed by Amazon and considering contributing to your Amazon 401k plan? If you want a comfortable retirement, you should probably consider it. You’ll be pleased to know that Amazon offers one of the best 401K plans around. The Amazon 401K is comprehensive and offers many low-cost investment options, a self-directed […]

Filed Under: Amazon, Equity Compensation, Investing, Retirement Planning Tagged With: amazon, arvada colorado, denver colorado, equity compensation, ISOs, progress wealth management

Non-Qualified Stock Options (NSOs): The Comprehensive Guide | What Is A Nonqualified Stock Option

Non-Qualified Stock Options (NSOs): The Comprehensive Guide | What Is A Nonqualified Stock Option

January 21, 2023 by Progress Wealth Management

Key Points Introduction Non-qualified stock options (NSOs) are a type of employee benefit that allows employees to purchase company stock at a discounted rate. These options are often used by companies as an incentive for employees, allowing them to benefit financially from the growth in the value of the company’s stock. This article provides a […]

Filed Under: Amazon, Equity Compensation, Facebook, Investing, Salary Negotiation, Tax Planning Tagged With: arvada, arvada colorado, denver, denver colorado, Employer Equity, Employer Equity Compensation, equity compensation, Financial Planning, how does equity compensation work, 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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