Liquidity Planning for Tech Executives: Converting Equity into Long-Term Wealth
Liquidity offers flexibility, but you still need a plan. Liquidity events—IPOs, acquisitions, tender ...
Evan Schmidt Named Advisor to Watch by Advisor Hub
We are thrilled to share that Evan Schmidt has been named one of Advisor Hub’s “Advisors to Watch” for 2025 ...
When Do My RSUs Vest?
Picture this: You’ve just landed a job at a tech startup. Along with a competitive salary, they’ve offered ...
How To Report RSUs On My Tax Return
This section introduces the category and explains why it matters. Use 2–3 sentences to define the topic, ...
Meet Breanna Chud: Marketing Associate at Schmidt Financial Management
At Schmidt Financial Management, delivering exceptional service to our clients means giving them a great ...
Making The Most Of Your Employee Benefits Package For Tech Executives
Don't leave equity—or cash—on the table. As a senior-level tech professional, your compensation is more than ...