True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Imagine you’ve saved up a significant amount of company stocks through an Employee Stock Purchase Plan (ESPP), and suddenly, the stock prices take a dive. If you work for a stable tech company, this […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. You may be looking for a financial advisor to help you invest and better manage your finances. The first step in deciding if you want to work with […]
You know the saying, “There are decades where nothing happens, and there are weeks where decades happen.” Well, in the last few weeks, the 10-year treasury yield climbed up to more than four and a half percent – the highest it’s been in the last 22 years! What does this mean for your money? Let’s […]
Understanding cash flow and how it changes through your life is the foundation of your financial plan. It is the first step we take in crafting a financial plan for our clients. It helps you understand your finances clearly and helps you make key decisions that impact your net worth. Watch video below to see […]
Watch webinar below: If you would like to speak with us about investing and financial planning, please book an introductory call below: You may also like Your trust is not effective until you do this Tax-Efficient ESPP Diversification for Tech Professionals Moving during the pandemic? 8 key considerations Maximize tax savings & charitable […]
If you plan to donate to charities and reduce your taxes, you must look into a Donor Advised fund (DAF). It allows you to maximize your tax savings and charitable donations while giving you lots of planning flexibility. Donor Advised Funds have become extremely popular in the last decade. Roughly $1 of every $8 given […]
Most media coverage we hear is about the stock market. But did you know that the US bond market is twice the size of the stock market? And half of the bond market consists of treasury bonds alone. There are big shifts happening in the treasury market and new investment opportunities are now re-surfacing. While […]
Whenever a new or prospective client tells us that they have a trust, our next question is, “have you funded it?” Because until you do this, you don’t really have a trust. You just have some signed documents and your trust planning is incomplete. Watch our video below to learn the step you need to […]
A common scenario we often encounter with prospective clients is that they lack a leader or a CFO when it comes to their finances. Your personal finance CFO is someone who brings all the resources and experts together to plan for your life and financial milestones. Why do you need a CFO for your personal […]
After cratering to a low of -23.04% for the year in mid-June, stocks have climbed up and now sit at a low of -13.03% year to date. Volatility remains high and many investors are still waiting in the wings for a clearer signal before jumping back into investing their cash. But remember, you might never […]
