For Employee Stock Options… Be Patient or Lose Key Points Introduction Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which literally means “doing nothing” in Chinese), is often the most effective approach to the challenges of living. This concept always applies and is important to remember with employee stock options. Waiting as […]
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5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
Key Points Introduction These are challenging times for everyone. Nearly every stock is low right now and layoffs are commonplace. What makes it worse is, that it’s possible we aren’t done with the worse of it all. For reasons beyond your control, you may find yourself in a position where you suddenly need to come […]
The Pros And Cons Of Various Business Entity Types For Your Budding Tech Firm
The Pros And Cons Of Various Business Entity Types For Your Budding Tech Firm
Key Points Introduction The most common question I’m asked by founders of startups who hire us as their personal financial planners and fractional CFO is what type of entity should they form. The reason they ask this is that they get conflicting advice from their CPA, their mentor, and other entrepreneurs in the same industry. […]
ISOs Vs. NSOs: What’s The Difference?
ISOs Vs. NSOs: What’s The Difference?
By Blaine Thiederman MBA, CFP Date: 08/18/2022 Disclosure: Before reading this, don’t see this as anything more than financial education. This is not a recommendation of any strategy and before you take action on your ISOs, consult a tax professional or a financial planner that is your financial planner. We are not your financial planner […]
How Mindfulness Can Help You Control Impulse Spending
How Mindfulness Can Help You Control Impulse Spending
By Blaine Thiederman MBA, CFP | 08/12/2022 Key Points Mindfulness, or the practice of being fully present in the moment and aware of your surroundings, might bring to mind a yoga class or a meditation app. But it can actually be applied to many aspects of your life, including your finances — and can be particularly helpful when it comes to how you spend money. Here’s our founder’s take on the importance of […]
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
Key Points If you turn on any news station that talks about the economy, you’re bound to hear at least one person mention the likelihood of a recession. If you haven’t thought about the risk of one, you’re in the minority. According to the University of Michigan, Consumer Sentiment (an economic indicator that measures how […]