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
Laid Off From Meta and Thinking About Taking 2027 Off? What to Do With RSUs, Severance, and Concentrated META Stock
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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
What To Do With 100k: A Professional, Tax-Efficient Wealth Management Blueprint
What To Do With 100k: A Professional, Tax-Efficient Wealth Management Blueprint Investment advisory services offered through 369 Financial, an SEC
The Math of 100K: How Compounding Takes Over
As Charlie Munger has been on the record stating, getting your first $100,000 is the hardest. Yet, if you cannot
How to Evaluate Financial Advice
Why Evaluating Financial Advice Matters Today Since 2020, money advice has exploded. Financial advice has gone mainstream. TikTok “finfluencers,” YouTube channels,
Wealth Planning Families: January Steps for Financial Success
January isn’t just a fresh calendar page it’s the most important month for wealth planning families to revisit, refine, and
Soft Landing Economy 2026 & Your Portfolio Strategy
Soft Landing Economy 2026: How It Could Impact Your Portfolio As the drumbeat of economic headlines gets louder, there’s cautious
Stock Market All Time High: How to Invest Wisely
How to Invest When the Stock Market Is at an All-Time High can feel stressful, but you’re not alone. At