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Q1 2026 Market Outlook
January 22, 2026
We are pleased to share our latest Market Outlook for Q1 2026, “Everything Everywhere All at Once”. A market still powered by structural trends, especially AI and power infrastructure, but now facing a more selective environment where discipline and execution matter more than ever. Key Areas We Explore: 2025 in Review: AI,…
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How Can I Retire Early? Start With Calculating Your Financial Independence (FI) Number as a Tech Professional
January 12, 2026
The question comes up frequently in conversations with software engineers, product managers, and tech executives throughout Silicon Valley: “How much money do I actually need to retire early or make work optional?” This number, often called your Financial Independence (FI) Number, represents the amount of investable assets required to sustain…
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Tony Blagrove from traveka wealth Featured on the Schwab network
December 22, 2025
Tony Blagrove recently spoke on the Charles Schwab Network to discuss market sentiment, hyperscalers, and the outlook for equities. History has not always been kind to major tech rollouts over the past few centuries, making it critical to keep the big picture in mind, manage risk appropriately, and keep caution…
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Why High-Earning Tech Professionals Might Feel Salty With The New SALT Deduction Cap
December 16, 2025
The Tax Cuts and Jobs Act (TCJA) of 2017 fundamentally changed the tax landscape for many households, particularly those in high-tax states like California. The legislation initially placed a $10,000 cap ($5,000 if married filing separately) on the federal deduction for state and local taxes. Recent tax legislation in President…
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Year-End Tax Thoughts
Four Key Areas to Review Before December 31st
November 24, 2025
As we approach the final weeks of the year, it’s time to shift your attention from execution to evaluation. Especially for tech professionals, year-end planning carries extra weight with compensation structure being more complex than most. Add in California’s high state tax rates, AMT considerations, and the potential for multi-state…
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Tech Professionals Are Starting a New “Mini-Retirement” Trend
When Money Isn’t the Issue, Time Becomes Priceless
November 17, 2025
You’ve spent years building wealth through RSU vesting schedules and stock options. Your portfolio has grown beyond your initial expectations. Now you’re asking a different question: “Can I take a year off to travel, pursue passion projects, or simply reset?” The answer for many tech professionals is yes. But a…
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The Three-Tier Liquidity Strategy for Tech Professionals
October 22, 2025
“How much cash should I hold?” It’s one of the most common questions we hear from tech professionals. The answer isn’t just about emergency funds. It’s about building a strategic liquidity framework that gives you financial flexibility without leaving too much cash on the sidelines and allowing for your assets…
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Q4 2025 Market Outlook
October 20, 2025
We are excited to share our latest Market Outlook for Q4 2025, titled “Navigating the AI Supercycle: Strong Tailwinds, Thinner Air.” This theme reflects a market still powered by structural trends – particularly AI and energy infrastructure – but now facing a more selective environment where winners and losers are…
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Diversification Dilemma: When 90% of Your Wealth is in One Chip Stock
September 29, 2025
Top Considerations for NVIDIA Employees Managing Concentrated Stock Positions and Restricted Stock Units If you’re an NVIDIA employee watching your equity compensation skyrocket, you’re living the Silicon Valley dream—and dilemma. Your restricted stock units (RSUs) and employee stock purchase plan (ESPP) shares have created tech wealth beyond your wildest expectations,…
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Building Portfolios That Can Withstand Inflation’s Impact
The steady erosion of purchasing power through inflation
September 5, 2025
Natural disasters come in different forms – some strike suddenly like earthquakes, while others work slowly like erosion. Both require thoughtful preparation and defensive strategies. The same principle applies to economic challenges facing families and businesses. Not all financial threats arrive as dramatic crises; many unfold gradually over extended periods….
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