Insights on Wealth & Wellbeing

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June 23, 2025

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.

Investments

Financial Freedom

Personal Finance

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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.

Financial Freedom

December 18, 2022

10 minutes

Why aspire for financial freedom?

It is important to understand why you are seeking financial freedom before you plan how to achieve it.

Personal Finance

November 7, 2022

6 minutes

Six things you might never hear from a financial planner

Unconventional things your financial planner might never mention to you.

Personal Finance

August 25, 2022

4 minutes

The Origin Story: Why I became a financial advisor

My story on how and why I switched from a career in software engineering to financial advising.

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