Apr 28, 2020
Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy....
Apr 7, 2020
Author and friend, Karen Cornwell, who has spent her career in technology, joins us to talk about her new book “You Can’t Fix What You Can’t See.” She shares how we must learn to leverage gender diversity to improve innovation and drive top-line growth. Her book delivers a wealth of experience and combines...