Category: Investing

Take your financial confidence to the next level!

purchasing stocks on robinhood

Should I Use Robinhood to Buy Individual Stocks

Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. *Robinhood Update 3.2.2020* If you plan to be an active trader, a recent event occurred during one of the largest…
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January 28, 2020 0
Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
Restricted stock unit RSU coding podcast

De-Coding RSUs (Restricted Stock Units)

De<Coding> RSUs Video Option RSUs are a popular form of tech employee benefits and can make up a huge portion of your income. In this episode, I cover the basics and advanced strategies: What are RSUs RSU Grants How are RSUs Taxed Risks of RSUs How to Determine Your Risk Level Strategies: New RSUs Strategies: Old RSUs Advanced RSU Strategies YouTube LinkRelated Resources:RSU Strategy GuideRSU Tax Calculator Non-Qualified Stock Options Vs RSUs


October 10, 2019 0
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