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Is it smarter to invest a bonus all at once or spread it out?
Aug 24, 2025

Is it smarter to invest a bonus all at once or spread it out?

Solid proof that lump sum investing often wins, but dollar-cost averaging can save you from the one mistake that ruins portfolios. Here’s how to decide.

Marcel Miu, CFA, CFP
Marcel Miu, CFA, CFP
InvestingInvesting
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What Should You Do With a Concentrated Stock Position?
May 18, 2025

What Should You Do With a Concentrated Stock Position?

Holding too much company stock creates risk, tax traps, and tough choices. Here’s how to match your priorities to the right strategy.

Marcel Miu, CFA, CFP
Marcel Miu, CFA, CFP
InvestingInvesting
+1+1
Should You Hold or Sell ESPP Shares? Taxes, Risks, and a Smarter Selling Strategy
Mar 29, 2025

Should You Hold or Sell ESPP Shares? Taxes, Risks, and a Smarter Selling Strategy

Many employees hold ESPP stock too long chasing tax breaks, only to watch gains vanish. Here’s how to create a better plan.

Marcel Miu, CFA, CFP
Marcel Miu, CFA, CFP
A 5-minute newsletter for busy tech professionals with deep dives on equity comp, investing, and financial planning using visuals, videos, and humor.

Wealth Made Simple

A 5-minute newsletter for busy tech professionals with deep dives on equity comp, investing, and financial planning using visuals, videos, and humor.

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