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
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.
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.
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.
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.
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.
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.
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.
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.
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.