Archives

If you previously exercised your Snowflake Incentive Stock Options (ISOs), you may be sitting on a stockpile of shares with a huge embedded gain. As COVID continues its rampage across the US, you [...]

Transitions, even positive ones like a financial windfall from an IPO, can be overwhelming. You may be uncertain about what to do with your upcoming windfall from the Snowflake IPO. Important [...]

The Snowflake IPO is the largest software IPO ever. And SNOW has surged after its debut on September 16, 2020. Six weeks after the September 16, 2020 IPO, the $251 stock price is still [...]

In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts [...]

It’s that time of year again: open enrollment! The acronyms and jargon are overwhelming: PPO, EPO, HMO, FSA, HSA, deductible, co-pay, co-insurance…You could give up and choose the [...]

COVID-19 continues to rage around the world. A young product manager and MIT graduate shared her sad story of being unable to work since recovering from a viral infection like COVID-19 in 2009. [...]

2020 is shaping up to be the biggest year for IPOs since 2014. Do you work for a company that recently became public, such as Snowflake or Sumo Logic? Perhaps your company is expected to IPO [...]

Mortgages are a hot topic in the news. Rates are at an all-time low. If you have homeowner friends, they’re likely refinancing (replacing their mortgage with a new one at a lower rate). If you’re [...]

The pandemic is accelerating many of my clients’ home buying timeline. San Francisco renters are leaving in droves. A buyers’ market is developing for SF condos that don’t have private [...]

Stock options and taxes are top of mind when I speak to people whose companies are going public. In my previous post, we reviewed the basics of stock options. In this post, we’ll review [...]