In this episode, we take a closer look at Employee Stock Purchase Plans and ask a simple but important question: are they worth the...
In this episode, we talk about the tax time bomb hiding inside retirement accounts for healthcare professionals. We focus on clinicians...
In this episode of ThimbleberryU, we dig into why tax season can feel particularly overwhelming for tech professionals and how to approach...
In this episode of ThimbleberryU, we dive into a common and costly mistake that often undermines the effectiveness of the backdoor Roth...
The 83(b) Election: a tax strategy that can have significant financial implications for individuals who receive stock as part of their...
In this episode of ThimbleberryU, we explore the concept of building intergenerational wealth. Amy Walls and Jon "Jag" Gay dive into the...
Today, Amy and Jag delve into the contrasting strategies of lump-sum investing and dollar-cost averaging (DCA). Amy starts by defining...
In this episode of ThimbleberryU, Jon Gay and Amy Walls discuss the risks of having a highly concentrated portfolio. Amy defines a highly...
In this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial delve into the intricacies of Roth accounts for...
For many of Thimbleberry Financial's clients in the startup and tech communities, Incentive Stock Options (ISO's) are a hot topic. Today,...
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