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Selling Losers and Saving on Taxes
Imagine turning your investment lemons into financial lemonade. Tax loss harvesting lets you sell investments that have lost value to...
Iftikhar Ahmed, CFP®
Jun 21, 20241 min read


Tech professionals – Understanding your employee stock compensation and their taxation
Navigating employee stock compensation can feel like decoding a secret language, right? We often get asked what the differences and...
Iftikhar Ahmed, CFP®
Mar 29, 20242 min read


How do you invest in AI?
Since the launch of Chat GPT a question that I often get from clients and friends is: How do I invest in AI? They often mention AI...
Saadia Ahmed, CFP®
Jan 19, 20241 min read


Rocks, pebbles, and sand in a jar
If you've ever scrolled through your social media feed, you might have stumbled upon some business coach demonstrating a seemingly simple...
Iftikhar Ahmed, CFP®
Jan 5, 20242 min read
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