Articles under “expertise”

When to Sell Your Employee Stock?

As the end of June approaches and the second quarter of business wraps up, many employees of publicly traded companies begin to struggle with deciding when you should sell your stock options or RSUs ahead of the next trading window. Data clearly suggests you should sell immediately, but if you’re like most people that just

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Comparing the Wealthfront Portfolio Line of Credit to a Traditional Home Equity Line of Credit

When we launched our Portfolio Line of Credit in April of 2017 our goal was to deliver an easy way for our clients to access cash at a low interest rate for large expenses they need to cover in the near term. We got a number of calls from our home owning clients wanting to

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Understanding Your Path to Retirement

Have you ever thought that you’re too young or too busy to think about retirement? If that sounds familiar, you’re not alone.

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The Value of Mortgage Refinancing

If you are a homeowner, it’s more than likely your house is your single most valuable asset. So it’s crucial to understand the factors that affect housing costs, specifically interest rates, which impact your mortgage expenses.

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