Financial Advisors... Use this thread to list your best or favorite question you ask in a first meeting. 👇🏽👇🏽

10 sales tactics that work:

San Francisco-based Secfi, a firm that provides education to startup employees around equity-based compensation packages and more, launched an SEC-RIA firm earlier this month, bringing on John Morrison, a Dimensional Fund Advisors portfolio manager. wealthmanagement.com/ria-news/secfi…

“We listen to our clients and build a portfolio that suits their unique situation. Our goal is to save them money, make their money, and lower their risk by taking a systematic, data-driven approach.” @IamthatJAM, Head of Investment Portfolio. news.fintechnexus.com/secfi-launches…

Our tax system is insanely complex. And the truth is that the IRS and courts don't often know how it should work🤷 It's a confusing mess, even for tax experts. But, sometimes, it can be interesting and pretty funny. Here’s some of my favorite tax conundrums and oddities.

Layoffs have begun at Twitter and this will likely save Elon from paying $1B+ in total equity compensation payouts at the expense of the employees. Twitter employees were sitting on up to $3.3B in unvested restricted stock units (RSUs) because of Elon's $54.20 bid to take...

Giving back is great for the community. But did you know that it could also be great for your wallet? 🤯 We invited Adam Nash, CEO and co-founder of Daffy, to share how donor-advised funds (DAF) can support your favorite causes, & why they can benefit you on #tax day. 🧵

Great interview thread Secfi about the major tax benefits of giving to charity this holiday season. As we get closer to the end of the year, remember this is the right time to donate stock, ETFs, crypto, etc. One of the best tax deductions available. 💯

Best financial decision you made this year? For our Lead Financial Planner, @Arnold20Chris, it was keeping his down payment funds in a high-yield savings account. Instead of giving in to the tempting market highs a year ago, he’s on track to start house hunting this spring.

There are 5️⃣ reasons why Secfi's @Arnold20Chris likes donor-advised funds ⬇️

Inside Secfi’s 2022 state of stock options equity report tcrn.ch/3CHLrdD by Frederik Mijnhardt

We’re live on ProductHunt right now! We’re launching the Equity Planner: a free tool to make and compare plans for your stock options: producthunt.com/posts/equity-p…

The hardest part about building wealth is learning how to master very boring, yet incredibly powerful habits. Managing cash-flow, regularly investing, staying disciplined & remaining invested for decades is how you win the game.

Having a financial advisor is a bit like having a caddie in golf. Some play without one and do OK. Some play with a caddie they just met but who knows the course very well. The pros play with a caddie who knows the course AND every detail about the player's golf game.

Stripe’s $7B funding round is raising eyebrows, not just because it’s the largest ever. But because they took a large valuation cut to get it. And, it’s all for an employee tender offer. Vieje Piauwasdy has been speaking with our Stripe clients about what it means for them, and what

Ever wonder what it’s like being an early Stripe employee with stock options? We put together a case study with real numbers that shows the roller coaster of the last few years. We’ve been working with a lot of clients with a difficult decision to make next month.

Very excited to announce today that Secfi has selected Daffy as its preferred donor-advised fund provider for all their advisory clients. 🎉 Like other financial goals, your charitable giving should be a part of your financial plan. 💰 daffy.org/resources/secf…

Great summary and reminder from Chris Arnold, CFP® at Secfi! 💡 Estimated tax payments can also play a crucial role in optimizing your charitable giving. Here's how ⬇️

For many years, Bill Gates used to fly Economy, not because he couldn’t afford First Class, but because he didn’t consider it good value. It’s five or six times more expensive, but only marginally better (and you all get to your destination at the same time). In the same vein, I

Big news! Carta + Secfi = More powerful equity planning 💪 Now, you can easily integrate your Carta account with Secfi. Our partnership allows all startup employees to focus on what matters most: Making better decisions about their equity. bit.ly/3QdLpQA