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 […]
equity compensation
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
A Comprehensive Explanation of Incentive Stock Options (ISOs) and How To Get More Out Of Them
Key Points 03/13/2023 By Blaine Thiederman MBA, CFP Founder and Principal Financial Advisor, Progress Wealth Management Introduction Stock options are a common form of equity compensation offered by many companies, particularly in the tech industry. Incentive stock options (ISOs) are one type of stock option offered by companies as a part of their compensation package. […]
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 […]
What is Equity-Based Compensation?
What is Equity-Based Compensation?
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 […]
The Top 10 Most Common Money Mistakes Millennials Make
The Top 10 Most Common Money Mistakes Millennials Make
Key Points Managing money can be a delicate balancing act. Planning for your future and enjoying the moment can feel diametrically opposed when it comes to finances. You’ve only got one life to live, so tickets for the latest concert, dinner out with friends and a new car in the here and now sometimes trump […]