Equity Compensation Planning for Tech Professionals in Scottsdale, AZ
Key Takeaways RSUs, ISOs, NSOs, and other forms of equity compensation can create different tax and investment considerations. Receiving company
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Short-Term vs. Long-Term Capital Gains: Which Tax Lot Should You Sell?
Key Takeaways Holding period matters when selling stock, but it does not determine the best tax lot by itself. A
What Tech Professionals Should Know about RSU Concentration Risk
Key Takeaways Equity compensation can create concentration risk when RSUs, stock options, ESPP shares, salary, bonus, and future grants all
Microsoft Layoffs 2026: Severance, RSUs, Taxes & What to Do Next
369 Financial Tech Transition Guide After the Microsoft Layoffs, Start Here A calm financial guide for Microsoft professionals reviewing severance,
Adobe Stock: When the Stock Price and the Business Tell Different Stories
Disclosure: Clients of our firm currently hold, or may hold, shares of Adobe Inc. The author may also hold Adobe
Tech Executives: Your RSUs Should Buy Back Your Time, Not Just Grow Your Net Worth
If a friend who was a director or VP at a tech company came to me and said, “I make
Laid Off From Meta and Thinking About Taking 2027 Off? What to Do With RSUs, Severance, and Concentrated META Stock
Laid Off From Meta and Thinking About Taking 2027 Off? What to Do With RSUs, Severance, and Concentrated META Stock
Liquidity Event Planning for Business Owners: A Practical Framework for Life Before and After the Sale
Liquidity Event Planning for Business Owners: What to Clarify Before a Sale, Succession, or Major Transition Liquidity event planning is
Lifestyle Creep vs. Upgrading Your Life: A High-Earner’s Guide to Spending Intentionally
Lifestyle Creep vs. Upgrading Your Life: A High-Earner’s Guide to Spending Intentionally It’s a pattern we see all too often
Evaluating Financial Advice (Before You Restructure Your Entire Life Around It)
How to Evaluate Financial Advice: Key Tips for Informed Decision-Making Investment advisory services offered through 369 Financial, an SEC-registered investment