Saving With a Purpose: Making Sense of Your Money

TwoTen Planning Blog

Explore insightful blogs designed for tech professionals. Delve into topics on managing equity compensation, optimizing investments, strategic tax planning, and achieving financial goals aligned with your career and values.

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Our Must-Read Blogs!

Featured Blogs

Explore our featured blogs for the most relevant articles, trends, insights, and news in the financial industry.

What is an 83(b) election?

Equity Compensation

November 16, 2024

What Is an 83(b) Election?

Learn about the 83(b) election, its benefits, risks, and how it can help minimize taxes on restricted stock. Understand your equity options with confidence.

What is financial planning?

November 9, 2024

Financial Planning For Tech Professionals

Explore financial planning tailored for tech professionals. Manage equity comp, reduce taxes, and secure your future with a holistic approach.

3-Step onboarding process for new clients

November 1, 2024

What to Expect When Becoming a Client of TwoTen Planning

Discover what tech executives can expect as a new and ongoing client of TwoTen Planning.

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Discover a wealth of financial wisdom throughout our blog. We cover topics from equity compensation to investing - all to help you navigate your financial journey!

What is an 83(b) election?

Equity Compensation

November 16, 2024

What Is an 83(b) Election?

Learn about the 83(b) election, its benefits, risks, and how it can help minimize taxes on restricted stock. Understand your equity options with confidence.

What is financial planning?

November 9, 2024

Financial Planning For Tech Professionals

Explore financial planning tailored for tech professionals. Manage equity comp, reduce taxes, and secure your future with a holistic approach.

Investment graph

October 29, 2024

Does Pursuing Premiums Increase Risk?

Pursuing premiums doesn’t have to widen the range of outcomes for investment performance.

3-Step onboarding process for new clients

November 1, 2024

What to Expect When Becoming a Client of TwoTen Planning

Discover what tech executives can expect as a new and ongoing client of TwoTen Planning.

Restricted Stock vs. RSUs image

Equity Compensation

October 26, 2024

What Is the Difference Between Restricted Stock and Restricted Stock Units (RSUs)?

Learn the key differences between restricted stock and RSUs, including ownership, taxation, and benefits to make the most of your equity compensation.

Market graph

October 22, 2024

The Big Picture When It Comes to Small Caps

The success of the size premium in international markets is a reminder of the value of global diversification.

Blue background with white words saying Restricted Stock.

Equity Compensation

October 18, 2024

How Does Restricted Stock Work?

Learn how restricted stock works, key decisions like the 83(b) election, and tax implications. Understand its value, risks, and strategies for tech executives.

bar chart

October 16, 2024

Has the US Market Performed Well Because It’s Business Friendly?

The US stock market’s recent success is not necessarily tied to America’s business-friendly reputation.

Checklist of possible milestone events.

October 12, 2024

Milestones Manager Overview

Learn how life events impact your financial plan with the Milestones Manager tool, helping you prepare for key moments and make informed decisions.

Eight financial categories for rating financial satisfaction.

October 5, 2024

What is a Financial Wheel?

Describing the Financial Wheel and how we use the tool during the Discovery Meeting.

Graph

October 4, 2024

Expect the Unexpected with Stocks

With so many potential sources of news, a given year’s stock market returns may be much higher or lower than the long-term historical average.

Graph of a market.

September 30, 2024

Presidential Elections: What Do They Mean for Markets?

Markets may be uncertain around US elections, but long-term investment decisions should avoid reacting to political outcomes.

Dots of performance on a range of returns.

September 20, 2024

Ignoring the Bumps

History shows that stock market declines are common and could be a momentary blip in an otherwise upward climb. Senior Investment Director Wes Crill explains.

Image with RSU language.

Equity Compensation

September 21, 2024

How Do Restricted Stock Units (RSUs) Work?

Understand RSUs, their vesting, tax implications, and key decisions for tech professionals. Learn how RSUs can impact your financial planning.

Nvidia stock price graph

September 16, 2024

Nvidia’s $30 Billion Letdown

Nvidia reported strong earnings and its stock price fell, suggesting that investing shares a trait with sports fandom.

Economic signs.

September 9, 2024

Confusing Economic Signs

Dispersion in economic indicators may be responsible for investors’ differing views on where the economy is headed. Dimensional's Wes Crill explains.

Bar Chart

August 29, 2024

Value Can Pop Without a Growth Drop

Can value stocks thrive without a growth stock slump? Historical data says yes.

Pile of cash.

August 31, 2024

How Much Emergency Cash Should You Have On Hand?

Discover how much emergency cash you need based on your income, expenses, risk tolerance, and lifestyle. Get tips to find your ideal cash reserve amount.

Monthly Fama/French US Size Factor Returns against the 10-Year Treasury Yield

August 23, 2024

Rate Sensitivity ≠ Price Predictability

The market’s expectations for interest rates and their impact on small cap companies are already reflected in current market prices.

Family under house of money

August 24, 2024

How Do Christians View Money and Life?

Explore how Christians view money and life, highlighting key biblical principles on stewardship, generosity, and God's sovereignty.

Monthly US Equity Premium vs. Prior Month Volatility

August 16, 2024

Looking to Stick the Landing? Shake Off the Volatility.

The Paris Olympics inspired millions of people around the world. It also can teach investors an important lesson.

Filing documents onto a computer

August 17, 2024

10 Steps to a Secure and Organized Life – Part 2

Protect and organize your digital and family life with these crucial security tips. Learn about password managers, 2FA, device security, and backup solutions.

Filing documents onto a computer

August 10, 2024

10 Steps to a Secure and Organized Life – Part 1

Protect and organize your digital and family life with these crucial security tips. Learn about password managers, 2FA, device security, and backup solutions.

Laptop open with Dell stock price on a graph.

Dude, You’re Gettin’ a Dell

Dell’s brief exile and triumphant return to the Russell 3000 show the sometimes surprising impact of annual reconstitution on market performance and index fund.

Written list of core values

What Do You Value Most?

Discover how identifying your personal values can enhance your satisfaction & align your financial plan with your life goals for greater fulfillment & purpose.

Ephesians and a calculator

What’s in a name? TwoTen Planning

TwoTen Planning is named after Ephesians 2:10. The wealth planning practice provides financial planning for Christian entrepreneurs and executives.

Financial Planner Stu Sneen sitting with a Client

Why I Started TwoTen Planning

Discover how a passion for finance & a calling to serve God led to the creation of TwoTen Planning. Learn how we help Christian entrepreneurs & executives today

“A wise person will hear and increase in learning, And a person of understanding will acquire wise counsel,”

-Proverbs 1:5

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