Equity AdvantageA LETTER FROM 30/40 WEALTH
The Current Issue
№ 36MAR 17
How to Exit a Concentrated Position Without Accidentally Lighting Money on Fire.
KBBy Kris Barney · 14 min read
Equity Advantage№ 36
How to Exit a Concentrated Position Without Accidentally Lighting Money on Fire
MAR 17 · 14 MIN
— A LETTER FROM 30/40 WEALTH
The Archive
Recent issues.
- № 35FEB 27
Private Company Valuation: Is the Number Real… a Story... or BS?
6 MIN READ - № 34FEB 5
Tax Strategy for Highly Appreciated Stock: (1) Eliminate vs. (2) Reduce vs. (3) Defer —- And Why Confusing Them Is Expensive
10 MIN READ - № 33JAN 22
Why Your “Insider Edge” Is Way Smaller Than You Think
5 MIN READ - № 32JAN 8
SpaceX Employee Equity: The 5 Decisions That Matter Most in 2026 (and How to Make Them)
14 MIN READ - № 31DEC 10
How to Pay NO Tax on the SpaceX Tender (And Prep for a $1.5 Trillion 2026 IPO)
17 MIN READ - № 30DEC 10
How to Convince Yourself to Sell Your Company Stock (Even When It Feels Wrong)
6 MIN READ - № 29NOV 21
Top 5 Financial Items for Tech Employees Prior to EOY
5 MIN READ - № 28NOV 21
How to Borrow at Rates Below 4% AND with Tax Benefits
7 MIN READ - № 27OCT 22
Client Case Study: Diversifying Concentrated Stock Before Leaving California
5 MIN READ - № 26OCT 8
Why AI Employees Need to Rethink Their Equity Comp Strategy
6 MIN READ - № 25SEP 25
Navigating Post-IPO Wealth: Tax Optimization and Portfolio Strategy for a $1.5M Income Event
7 MIN READ - № 24SEP 16
The IPO Millionaire’s 180 Day Lockup Playbook
5 MIN READ - № 23SEP 9
The RSU Tax Withholding Dilemma: 22% vs 37% (And Why Your Choice Matters More Than You Think)
7 MIN READ - № 22SEP 9
Leaving Money on the Table: The Logic Behind 2025's IPO Underpricing
3 MIN READ - № 21SEP 8
Pro-Rata Rule for Equity Comp: How Moving States Affects Taxes on ISO/NSO/RSU Equity
4 MIN READ - № 20SEP 8
Navigating Meme Stock Volatility (If You Accidentally Get Caught In the Upswing)
8 MIN READ - № 19SEP 8
The Top 3 Ways the New Tax Bill ("OBBB") Impacts Tech Workers
4 MIN READ - № 18SEP 5
Betting Big on Company Stock? Here's a SMART Way To Do It
7 MIN READ - № 17MAY 28
More Than Numbers: The Power of REAL Connection in Financial Advice
4 MIN READ - № 16MAY 28
Your First Financial Advisor: A Tech Professional’s Guide to What Comes Next
5 MIN READ - № 15MAY 14
What Happens To Your Stock Options When Your Company Is Acquired?
14 MIN READ - № 14MAY 7
4 Things Most Tech Folks With ISOs Don’t Know About AMT (It's Likely Not As Bad As You Fear)
8 MIN READ - № 13APR 30
What Tech Employees Need to Know About VC Liquidation Pref (So You Don't Get Screwed)
6 MIN READ - № 12APR 23
DATA showing WHY you should sell your RSUs when they vest
8 MIN READ - № 11APR 15
Should You Be Investing In The Stock Market Right Now (And How Much)? Here’s How To Decide!
7 MIN READ - № 10APR 13
Are You 35-45, make $500k+ with RSUs, and STRESSED about Money? Here's How to Fix It
3 MIN READ - № 9APR 13
Create A “No Regrets” Selling Plan For Your Stock Comp
8 MIN READ - № 8APR 13
4 Costly Tax-Return Mistakes Tech Professionals Make with Equity Compensation
6 MIN READ - № 7APR 13
Negotiating an Option Extension/PTEP when LEAVING a company
7 MIN READ - № 6APR 13
Big Tech Perk: Mega Back Door Roth
3 MIN READ - № 5APR 13
What To Do When You Own TOO Much Company Stock
6 MIN READ - № 4APR 13
Why Most People Fail at Personal Finance—And How to Avoid Their Mistakes
7 MIN READ - № 3APR 13
Navigating Tender Offers for Pre-IPO Companies
3 MIN READ - № 2APR 13
Joining a Startup? 7 KEY Questions To Ask/Know About Your Equity Grant
6 MIN READ - № 1APR 13
Do Your Shares/Options Qualify for QSBS?
4 MIN READ
SHOWING 36 OF 36
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Equity Advantage, every other Tuesday.
One letter every other Tuesday. Equity comp, taxes, IPOs, tenders, and the decisions in between. Written by someone who does this work daily.
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