https://www.truerootfinancial.com/wp-content/uploads/2026/01/How-Can-Tech-Executives-Begin-Investing-in-2026.png
1260
2240
Snapweb Editor
https://www.truerootfinancial.com/wp-content/uploads/2020/11/NEWLOGO.png
Snapweb Editor2026-01-02 09:28:502026-01-02 09:36:24How Can Tech Executives Begin Investing in 2026?Investing
https://www.truerootfinancial.com/wp-content/uploads/2026/01/How-Can-Tech-Executives-Begin-Investing-in-2026.png
1260
2240
Snapweb Editor
https://www.truerootfinancial.com/wp-content/uploads/2020/11/NEWLOGO.png
Snapweb Editor2026-01-02 09:28:502026-01-02 09:36:24How Can Tech Executives Begin Investing in 2026?
Think RSUs Alone Are Enough? Here’s How To Invest Wisely
True Root Financial is a financial advisor and financial planner…

Got Extra Cash? Boost Your Portfolio When You Can
True Root Financial is a fee only financial advisor and financial…

Are Fixer-Uppers a Good Investment?
True Root Financial is a financial advisor and financial planner…
Managing Money

Is Your Financial Advisor Truly Acting In Your Best Interest?
True Root Financial is a fee-only fiduciary financial advisor…

7 Questions Every Tech Executive Must Ask Before Hiring A Financial Advisor
True Root Financial is a fee-only financial advisor and financial…

What Makes The Right Advisor A Game-Changer For Tech Professionals?
True Root Financial is a financial advisor and financial planner…

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?
True Root Financial is a fee-only financial advisor and financial…
Retirement

Who Should Tech Professionals Talk To Before Retiring?
True Root Financial is a fee only financial advisor and financial…

Do I Have to Work Into My 70s to Retire?
True Root Financial is a financial advisor and financial planner…

High-Yield Savings: Safe Investment or A Cash Trap?
True Root Financial is a financial advisor and financial planner…

Tech Professionals: Here’s How To Save For Retirement
True Root Financial is a financial advisor and financial planner…
Family Finances

Why Giving Back Could Be The Smartest Wealth Move You Ever Make?
True Root Financial is a fee-only financial advisor and financial…

Should I Be Budgeting Differently Now That I'm a Mom?
True Root Financial is a financial advisor and financial planner…

What Happens To Your Stock Options In A Divorce?
True Root Financial is a fee only financial advisor and financial…

What Should New Parents Do to Manage Their Finances?
True Root Financial is a financial advisor and financial planner…
Investing 101

How Should Tech Professionals Invest To Maximize Their Money?
True Root Financial is a fee only financial advisor and financial…

Do You Know How Much You Need To Be Financially Secure?
True Root Financial is a fee only financial advisor and financial…

Bond yields hit a 22-yr high: good news or bad news?
You know the saying, "There are decades where nothing happens,…
Unique opportunities in treasury bonds
Most media coverage we hear is about the stock market. But…
Tax

What Does A Modern Tax Strategy Look Like For Tech Executives?
True Root Financial is a financial advisor and financial planner…

About To Owe A Fortune In Taxes? The 83(b) Election Could Save You
True Root Financial is a fee-only financial advisor and financial…

How Most Tech Execs Lose Half of Their IPO Wealth To Taxes
True Root Financial is a fiduciary financial advisor and financial…

What Are The Million-Dollar Tax Moves For High-Net-Worth Tech Professionals?
True Root Financial is a financial advisor and financial planner…
Insurance

How To Protect Your Assets With Strategic Insurance Planning?
True Root Financial is a fee only financial advisor and financial…
The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Amplify your savings & investments with an HSA
Roshani Pandey is a financial advisor and founder of True Root…

Parenthood: 5 financial planning must-dos for parents
Roshani Pandey is a financial advisor and founder of True Root…
Trusts & Wills

How Can Strategic Trust Planning Secure Your Financial Legacy?
True Root Financial is a financial advisor and financial planner…
The Business Owner's Guide to Wealth
Watch webinar below:
https://youtu.be/bOPcQQZ7Y2I
If…

Your trust is not effective until you do this
Whenever a new or prospective client tells us that they have…

Estate planning: a vital part of your financial plan
Roshani Pandey is a financial advisor and founder of True Root…
Stock Options

How Can Tech Executives Diversify Company Stock Without Triggering Massive Taxes?
True Root Financial is a financial advisor and financial planner…

Tender Offer Ahead? When To Sell (or Hold) Your ISOs, NSOs & RSUs
True Root Financial is a fee-only financial advisor and financial…

Tender Offer Dilemma: Cash Out Now Or Hold For The Big Win?
True Root Financial is a fee-only financial advisor and financial…

IPO Delayed Again? Here’s How To Use Tender Offers To Your Advantage
True Root Financial is a fiduciary financial advisor and financial…
Our best thinking delivered to your inbox.
Popular Posts
How Do Restricted Stock Units (RSUs) Work?
January 25, 2025
True Root Financial is a financial advisor and financial planner...
Do you need a will or a trust? Read Mrs. No-Will’s story.
January 9, 2020
Roshani Pandey is a financial advisor and founder of True...
The Biggest Tax Mistake Tech Professionals Make!
April 6, 2025
True Root Financial is a financial advisor and financial planner...
What is tax loss harvesting and how does it save you money
February 26, 2020
Roshani Pandey is a financial advisor and founder of True...
What Happens To Your Stock Options In A Divorce?
April 18, 2025
True Root Financial is a fee only financial advisor and...
Five lies you have been told about investing
March 31, 2019
Roshani Pandey is a financial advisor and founder of True...
Estate Planning for Tech Executives
April 13, 2024
The tech industry fosters innovation, upheaval, and frequently substantial wealth...

