Blog
Insights on wealth building, tech equity, and financial planning.
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Podcast Episode 11: Why Tech Professionals Fall for the Sunk Cost Fallacy (And How It's Destroying Your Wealth)
Tech professionals are uniquely susceptible to the sunk cost fallacy in investing. The same persistence and analytical skills that make you successful in engineering can lead you to hold onto losing i
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Podcast Episode 10: How Much Company Stock Is Too Much? The Hidden Risk in Your RSU Portfolio
Most tech professionals unknowingly have 40-60% of their wealth concentrated in company stock, creating a dangerous single point of failure. Dr. Adam Link breaks down the hidden math of concentration
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Podcast Episode 9: Are Index Funds Actually Riskier Than Active Management Right Now?
Challenge the assumption that passive investing is always less risky than active management. In today's concentrated, correlated market environment, the risk-reward characteristics have fundamentally
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Estate Planning for Millennials and Gen Z in Minnesota
Essential estate planning for young adults in Minnesota. Wills, power of attorney, and beneficiary planning for millennials and Gen Z.
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Small Business Owner Retirement Planning in Minnesota
Retirement planning strategies for Minnesota small business owners. SEP-IRA, Solo 401(k), and tax-advantaged options for business owners.
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Portfolio Rebalancing: When and How to Optimize Your Mix
Master portfolio rebalancing strategies for 2026. Timing, frequency, and tax-efficient approaches to maintain your optimal asset allocation.
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Podcast Episode 8: Why Your Stock Options Could Bankrupt Your Heirs (Estate Planning for Tech Equity)
Most tech professionals think they have good estate planning, but they're missing the critical risks of equity compensation. Stock options and RSUs create 'tax baggage' that can bankrupt your heirs.
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Minnesota Property Tax Appeals: Save Money on Your Assessment
File a successful Minnesota property tax appeal in 2026. Deadlines, process, and strategies to reduce your property tax assessment.
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401(k) Rollover Guide: What to Do When You Change Jobs
Complete 401(k) rollover guide for job changes. IRA options, tax implications, and strategies to optimize your retirement accounts.
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Advanced Tax Strategies for High-Net-Worth Minnesotans
Advanced tax strategies for high-net-worth Minnesota residents. Estate planning, tax optimization, and wealth preservation techniques.
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