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Cash Flow Graphs and Geekery
May 13, 2022in Cash Flow 0 Comments 0 Likes

Graphs and Geekery

I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier

by Suzanne Highet
Taxes Why Do I Owe Money on My Taxes This Year?
April 20, 2022in Taxes 0 Comments 0 Likes

Why Do I Owe Money on My Taxes This Year?

As this year’s tax season comes to an end, we can’t help but notice that this was a really tough year for our clients and their accountants. So many have

by Sara Stanich
Investing Understanding Your Stock Options (ISOs and NSOs)
April 5, 2022in Investing 0 Comments 0 Likes

Understanding Your Stock Options (ISOs and NSOs)

Stock options are one more way your company can grant equity as part of your compensation package. This type of grant is different from an RSU grant in that you

by Nannette Kamien
Investing Are Russia and Ukraine in My Portfolio?
April 1, 2022in Investing 0 Comments 0 Likes

Are Russia and Ukraine in My Portfolio?

Even if you aren’t glued to various economics news sources like me, you probably heard about Russian securities markets in the past month. Or the ruble, or whether Russia will

by Suzanne Highet
Insurance What Should You Do with Your Company Stock in 2022?
March 12, 2022in Insurance 0 Comments 0 Likes

What Should You Do with Your Company Stock in 2022?

Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation. Nannette and Sara hope to… Help decode the alphabet soup

by Caroline Gaddi
Investing Understanding Your Employee Stock Purchase Plan (ESPPs)
March 9, 2022in Investing 0 Comments 0 Likes

Understanding Your Employee Stock Purchase Plan (ESPPs)

Employee Stock Purchase Plans are one popular way you can invest in the stock of your company. Although they aren’t exactly part of your compensation plan, a lot of the

by Nannette Kamien
Economy Graphs and Geekery
March 7, 2022in Economy 0 Comments 0 Likes

Graphs and Geekery

I saw a meme in Discord recently asserting that, as a Gen X’r, I have skills and experience handling World War III nuclear disaster fears. I did not feel as

by Suzanne Highet
Investing Understanding Your Restricted Stock Units (RSUs)
March 4, 2022in Investing 0 Comments 0 Likes

Understanding Your Restricted Stock Units (RSUs)

Restricted Stock Units (RSUs) are one way your company can grant equity as part of your compensation package. This type of grant allows you to receive shares of stock without

by Nannette Kamien
Investing Where to Start When You Have Stock Compensation
February 24, 2022in Investing 0 Comments 0 Likes

Where to Start When You Have Stock Compensation

Before I became a financial planner, I worked in the corporate world. During my first annual review with one company, my boss told me I was receiving an RSU grant.

by Nannette Kamien
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