Equity Advantage Blog
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Equity Advantage Blog
Leaving Money on the Table: The Logic Behind 2025's IPO Underpricing
Equity Advantage Blog
Navigating Meme Stock Volatility (If You Accidentally Get Caught In the Upswing)
Key Questions This Article Answers:
Meme stocks can be volatile and involve unique dynamics. In this article we dive into the key concepts most investors don't know (or fully grasp):
•How meme stock price movements actually work (it's not fundamentals)
•Why most rallies follow predictable patterns and timeframes
•How to create structured selling plans that manage both upside and downside risk
•How company management actions may impact stock price
Equity Advantage Blog
More Than Numbers: The Power of REAL Connection in Financial Advice
Equity Advantage Blog
4 Things Most Tech Folks With ISOs Don’t Know About AMT (It's Likely Not As Bad As You Fear)
Key Questions This Article Answers:
ISOs and AMT can be incredibly confusing. But for many, the impact is not as bad as they fear. In this article we dive into the top-4 AMT items most tech professionals don't know (or fully grasp):
•AMT is a Parallel Tax System
•The AMT Tax Calculation Includes a Large Exemption ($88k - $137k)
•AMT is a "prepayment tax"; if you pay AMT you get a CREDIT that can be recouped in the future
•Selling ISOs frequently results in recouping a large part of your AMT credit
Equity Advantage Blog
What Tech Employees Need to Know About VC Liquidation Pref (So You Don't Get Screwed)
VC Liquidation Pref is Arguably One of the Top-3 Factors That Can Heavily Impact Your Equity Value
Equity Advantage Blog
Why Most People Fail at Personal Finance—And How to Avoid Their Mistakes
Equity Advantage Blog
Joining a Startup? 7 KEY Questions To Ask/Know About Your Equity Grant
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