Insights on Wealth & Wellbeing

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February 17, 2026

When 60% of Your Net Worth Is in One Stock: A Tech Professional's Guide to Concentrated Stock Risk

If your career, income, and portfolio are all tied to the same company, you're more exposed than you think. This guide breaks down why concentrated stock positions are risky, what keeps tech professionals from acting, and the practical strategies to diversify without letting taxes make the decision for you.

Investments

Financial Freedom

Personal Finance

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Investments

June 23, 2025

8 minutes

The Complete Guide to Restricted Stock Units (RSUs) for Tech Professionals

Restricted Stock Units (RSUs) are a key component of compensation for tech professionals, offering significant financial opportunities when managed wisely. This guide explains how RSUs work, their tax implications, and strategies to maximize their value through smart planning and diversification.

Personal Finance

May 12, 2025

6 minutes

The Invisible Hand of Bias: Understanding Your Advisor's Perspective

Ever wonder what biases influence your financial advisor's recommendations? In this transparent look at the psychology behind financial advice, I reveal my own planning biases and explain how these hidden perspectives shape the guidance we receive.