Blog
Insights on wealth building, tech equity, and financial planning.
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Executive Equity Diversification: Beyond RSUs and Options
Learn advanced equity diversification strategies for tech executives. Navigate concentrated stock positions, option exercise timing, and wealth preservation techniques.
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Minnesota Cabin Investment Guide for Tech Professionals
Complete guide to investing in Minnesota lake property for tech professionals. Financing, taxes, and investment analysis included.
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83(b) Election Filing Guide: Stock Options & Restricted Stock
Complete guide to filing 83(b) elections for stock options and restricted stock. Learn deadlines, requirements, and tax optimization strategies for 2026.
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Financial Planning for Software Engineers in Minnesota 2026
Comprehensive financial planning guide for software engineers in Minnesota. Learn about equity compensation, taxes, and wealth building strategies for 2026.
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Podcast Episode 15: How Should Tech Professionals Handle RSU Vesting During Earnings Season?
Tech professionals with RSU compensation face a quarterly dilemma: what to do when shares vest right before earnings announcements. Dr. Adam Link breaks down why the standard 'sell immediately' advice doesn't fit every situation.
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Active vs Passive Portfolio Management for Tech Families
Compare active vs passive portfolio management strategies for tech families. Learn which approach fits your concentrated stock positions and risk tolerance.
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Podcast Episode 14: Could Smart Beta Strategies Outperform Index Funds in Today's Concentrated Market?
An educational exploration of market concentration in index funds and smart beta alternatives. We examine how AI companies now represent 35% of the S&P 500-similar to dot-com era levels-and discuss al
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Podcast Episode 13: Should You Max Out Your 401(k) or Pay Down Your Mortgage in 2026?
With mortgage rates above 7% and tax policy uncertainty in 2026, should you prioritize 401(k) contributions or mortgage paydown? Dr. Adam Link breaks down the real math, including AMT complications fo
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Podcast Episode 12: Why This Bull Market Is Different (And What Tech Professionals Need to Know)
Dr. Adam Link reveals the hidden structural changes reshaping markets and why traditional risk metrics are giving false comfort to tech professionals. Learn about liquidity concentration effects, opti
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Cost of Living Arbitrage: What Your SF Salary Is Actually Worth in Minnesota
An honest breakdown of what a Bay Area tech salary is worth after a move back to Minnesota, with the arithmetic that the online calculators get wrong, written by a former Coinbase engineering manager and CFP who made the move.
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