In Perspectives, I share timely thoughts on the headlines, market trends, tax changes, workplace shifts, and equity compensation issues that may affect your financial life. My goal is to connect current events to real financial planning decisions, giving clients and high earning professionals clear, practical context for navigating complexity with more confidence.

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Tech Layoffs & Equity Comp: What Employees Should Know

Tech layoffs & IPO momentum are reshaping equity compensation; employees must plan for liquidity, taxes, & concentration risk in uncertain markets.

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