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Equity, in plain English.

Timely, specific writing on the decisions that shape a technologist’s equity — IPOs, acquisitions, taxes, and the moves that actually move the needle.

  • Anthropic IPO Lockup Period: Build Your Plan Before the Announcement – Not After

    August 9, 2026

    If you're an Anthropic employee eyeing the IPO runway, the 180-day lockup period probably feels like a problem for future-you. Unfortunately, future-you is going to be very busy – and very stressed – unless present-you builds a plan right now. This guide gives you exactly that plan

    Financial Planning
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  • Diversify Your SpaceX Stock Position Tax-Efficiently

    August 6, 2026

    After the SpaceX IPO, many employees wake up with most of their net worth tied to a single stock. That concentration built the wealth, and it's also the single biggest risk to keeping it. This guide explains how much to diversify, how fast to move, and the specific tax-efficient strategies that help SpaceX employees protect what they've earned.

    Financial Planning
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  • Kalshi Equity and Legal Risk: How to Protect Your Shares Now

    August 3, 2026

    Kalshi's $22 billion valuation represents a genuine opportunity for employees with equity. A four-state legal battle – with New York leading the charge – has made the timing of that opportunity uncertain. Here's what to do before the next window opens.

    Financial Planning
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  • How to Choose a Financial Advisor for Your Anthropic Equity in the Bay Area

    July 30, 2026

    You've worked hard for your Anthropic equity. Now comes the part most people don't warn you about – finding a financial advisor who actually knows what to do with it. Most don't. Here's how to find the one who does, and why waiting until September is already too late.

    Financial Planning, ISOs, NSOs, RSUs
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  • How to Sell SpaceX Shares After the IPO: Tax Strategy Guide

    July 23, 2026

    Most people focus on when to sell their SpaceX stock. The smarter question is which shares to sell first – because that single decision often determines more than timing ever will.

    Financial Planning, ISOs, NSOs, RSUs
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  • OpenAI IPO California Taxes: What Every Bay Area Employee Needs to Know

    July 11, 2026

    If you work at OpenAI and live in the Bay Area, your IPO payday comes with a California tax bill that most employees underestimate by six figures. Here's what to do about it – before vest day, not after.

    Financial Planning, ISOs, NSOs, RSUs
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  • OpenAI IPO Timeline and Valuation Tracker: Latest News for Employees

    July 8, 2026

    The OpenAI IPO timeline has shifted – again. This tracker covers the confirmed $852 billion valuation, S-1 filing status, the reported 2027 delay, and what OpenAI employees should actually do about their equity right now.

    Financial Planning, ISOs, NSOs, RSUs
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  • Anthropic IPO: The California Tax Guide Every Bay Area Employee Needs Before October

    July 7, 2026

    If you work at Anthropic and live in the Bay Area, the October IPO isn't just a federal tax event. California's treatment of tech IPO income is among the most aggressive in the country – and several moves that work at the federal level either don't work here or actively backfire.

    Financial Planning, ISOs, NSOs, RSUs
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  • The SpaceX Lock-Up Period: What to Do Before Your Shares Unlock

    July 2, 2026

    SpaceX is finally public. Your shares are right there on your brokerage screen. And you can't touch them yet. Make the most of the SpaceX lock-up period before it expires – so expiration day feels like a formality, not a fire drill.

    Financial Planning, ISOs, NSOs, RSUs
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  • Anthropic ISO Exercise Strategy: Should Employees Act Before the IPO?

    July 1, 2026

    If you're an Anthropic employee holding early-vintage ISOs, the window to exercise before the IPO is open right now – and it won't be this clean again. This guide provides the framework, the math, and the checklist you need.

    Alternative Minimum Tax, Financial Planning, ISOs, NSOs, RSUs
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