Financial Planning

If you're a tech employee or founder in New York City sitting on stock options or RSUs and feeling uncertain about the right moves – you're not alone. Equity compensation is genuinely complicated, and the stakes are high. Fortrove Partners exists to give you the clarity and guidance you deserve.

The call never comes for most of us. By the time retail investors can buy a hot IPO, the price already reflects all the excitement. The SpaceX IPO will be no different — but two public stocks can get you in before the window opens.

The SpaceX IPO in 2026 could be the largest liquidity event of your career. If you hold RSUs, ISOs, or NSOs, here's exactly what to do before the IPO window opens – and why waiting could cost you everything.

Most investing advice tells you how to find winners. Almost none of it tells you what to do when you actually have one. Here's a clear-eyed look at your options after Micron's 3× run.

Tech employees accumulate large stock positions through RSUs, ESPPs, and options — and selling feels hard. A covered call strategy lets you generate monthly income from shares you already own, reduce a concentrated position gradually, and create a partial buffer against price declines without making a rushed decision to sell.

The hidden tax on top of capital gains.

There are many measures you can take to avoid taxes.

There is a proper amount of money for each person - it's true!

Get on a gold medal plan like Breezy

Compounding is the 8th wonder of the world.