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What Did Tax Season Reveal About Your Financial Plan?
May 18, 2026
For many professionals in the Bay Area, tax season is experienced as an annual obligation rather than a planning opportunity. Returns get filed, checks get written to the Franchise Tax Board (FTB) and the Internal Revenue Service (IRS), and the process is set aside until next April. But the information…
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Is an Exchange Fund Right for Your Concentrated Stock Position?
April 29, 2026
Exchange funds have received growing attention as a deferral strategy for investors sitting on large, low-basis stock positions. For those in the Bay Area who have accumulated significant equity in a single company over time, the strategy may offer a path toward diversification while potentially deferring an immediate capital gains…
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Q2 2026 Market Outlook
April 24, 2026
We’re pleased to share our Q2 2026 Market Outlook, Back to the Future, which highlights how today’s market has, in several respects, come full circle. The Iran conflict temporarily flipped the script on oil, rates, and the dollar, but as the ceasefire took hold, the dynamics we identified heading into 2026…
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Should Private Markets Have a Place in Your Portfolio?
April 20, 2026
For many professionals in the Bay Area who have built meaningful wealth through equity compensation, RSUs, or a liquidity event, the question of what to do next with that capital often leads to a familiar crossroads. Public markets offer one path, and private markets offer another, and increasingly, wealth managers…
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Is Direct Indexing Right for You? How Do We Evaluate This Strategy?
March 30, 2026
Direct indexing has gained attention as a tax management tool for tech professionals managing concentrated stock positions or for those anticipating significant capital gains events in the future. The strategy may offer a way to offset current or future taxes while maintaining market exposure, but it’s not universally appropriate. At…
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SaaS-pocalypse, or just being SaaSy? RSU Portfolio Lessons from the Recent Software Selloff
March 16, 2026
Software stocks have faced notable pressure over the past six months. Companies that may have once defined the strength of the Silicon Valley tech ecosystem (Salesforce, Workday, Snowflake, Atlassian, Oracle, ServiceNow and others) have seen their share prices decline sharply as ongoing AI advancements are disrupting entire industries. Anthropic continues…
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How Does the $15 Million Estate Tax Exemption Change Your Wealth Transfer Strategy?
February 24, 2026
For high-net-worth individuals and executives who have accumulated substantial wealth through equity compensation, stock appreciation, and successful business exits, estate planning has often meant navigating complex strategies to minimize federal estate taxes. Recent legislation establishing a $15 million per person federal estate, gift, and generation-skipping transfer (GST) tax exemption (effectively…
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The 60-63 Sweet Spot: Are You Maximizing Your Retirement Contributions?
February 18, 2026
If you’re a tech professional in your early sixties working in Silicon Valley or throughout the Bay Area, you’ve likely navigated complex financial decisions around equity compensation, ISO exercises, RSU vesting, and portfolio management throughout your career. As retirement approaches, recent changes to retirement contribution rules have created a noteworthy…
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Tony Blagrove from traveka wealth Featured on the Schwab network
February 9, 2026
Tony Blagrove was recently featured on the Charles Schwab Network to share his perspective on today’s market environment, including uncertainty around rates, ongoing volatility, and how he’s helping clients think about risk management. While economic data and corporate earnings remain broadly supportive, Tony explores why he doesn’t assume rate cuts…
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What Are the Benefits of Box Spread Loans? Using Your Portfolio as Collateral for Major Purchases Without Selling Assets
A Tax-Efficient Financing Alternative for Tech Professionals with Substantial Investment Portfolios
January 27, 2026
A common scenario among professionals throughout Silicon Valley involves needing cash for a major purchase while wanting to avoid the capital gains taxes that come with selling appreciated investments. It’s a familiar challenge for those who’ve built substantial portfolios but want to keep their assets working in the market. For…
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