During the last week there have been daily headlines covering how investment markets experienced considerable turbulence due to Coronavirus. With that in mind, I’d like to share two important things that you need to do now, regardless of whether this market decline proves to be a short-term event, or perhaps something larger.

Whether you’re looking for a new job by choice or caught in layoffs due to corporate restructuring, a job transition surfaces a number of personal finance questions and challenges. Here are 9 key financial considerations, and why it’s an ideal time to address them during transition.

One of the most common investment concerns I hear from people is that they feel more comfortable investing in real estate than in stocks and bonds. It’s a common sentiment, namely because it’s easier to understand what drives housing costs – location, square footage, finishes, etc., whereas understanding the drivers of financial markets can be considerably trickier. While those are totally reasonable feelings, the reality is that the rationale behind them is based on a number of very common real estate misperceptions. Read on to separate fact from fiction in these common real estate myths.

Almost universally, people cringe at the thought of a large tax bill. In this article we’ll focus on a common mistake that people make with restricted stock which is easily avoided (and can be reversed, even for prior years): paying taxes on the value of the stock you’ve received twice.

When it comes to stock-based compensation, the stereotypical image is of someone slaving away in a tech or biopharma startup, long awaiting their successful exit through either an eventual IPO, or perhaps acquisition. But the reality is that stock-based compensation is increasingly common, whether it’s at seed-stage startups or large public companies. Keep reading to learn about some of the most common mistakes, and how to keep this hard-earned pay from slipping out of your hands.

It’s no surprise to any salesperson that one of the most important keys to success is to develop a repeatable process for building and closing your pipeline. The same can be said for investments in that you need a clear view of how each component will contribute to the overall portfolio, and that you don’t want to end up in a position where any one opportunity (on its own) could ruin your numbers for the entire year.

For most people, company acquisitions are both exciting and a bit stressful. After considering what it means for your employment and stock-based compensation, you’ll probably start thinking about what to do if you're receiving a windfall of cash. Here, we’ll discuss how to avoid common pitfalls and turn a big win into a lasting personal victory.

Each year many people set lofty financial goals, only to realize shortly thereafter that they are not realistic. The positive news is that the solution resides in applying the same skills many people have already mastered in their career to their financial life. Here are some of the things you can do to stay on target.

As the year comes to a close and work starts to wind down, there tends to be some down time when people aren’t working or traveling, which is a great time to address outstanding financial planning tasks. While tax returns don’t have to be filed until April 15th, and financial documents arrive after year end, here are a number of important topics to consider before the new year.

As we’ve previously discussed, when a firm is acquired, it’s natural for two key topics to immediately come to mind: first, the potential threat of job loss and lack of visibility, and second, the monetization of stock-based compensation. While there isn’t much that can be done about the former, there is a lot at stake financially regarding the latter, and that’s where Paceline can help.

The US stock market has been ticking up, up, up. But when it pertains to the economy nothing good can go on indefinitely. Think of it like a baseball game…one that goes into extra innings and, unlike other sports, is not time-limited. Keep reading to learn about the competing priorities of remaining invested (capturing the “upside”) while staying prepared for a recession (avoiding the “downside”).

M&A events can bring both excitement and uncertainty for employees. During transition time, it’s natural to think about what this means for you professionally – in terms of how your role may change – and financially – especially if you have stock-based compensation.  Here’s how to stay focused on what matters most.

Getting started managing your money doesn’t have to be overwhelming. That’s why we’ve unpacked five key tips for managing your money and setting yourself on the path to financial success.

As we’ve discussed in part 1 and part 2 of our marriage and finance series, there’s a lot to consider when it comes to finances in any relationship. In this article, we’ll discuss three common approaches to merging (or not) your assets.

Over the last week, there has been news coverage of an “inverted yield curve” and how this situation has preceded every US recession since 1967 (along with a few instances where one did not materialize). When a recession did follow, on average it arrived 14 months later. An inverted yield curve can be seen as a flashing yellow light – something important worth noting, but not something that on its own indicates a recession is certain.

If you’ve read part 1 in this series, then you already know that the most important thing to do before merging finances with your partner is to have an open and honest discussion about your income, spending habits, outstanding debt, etc. Once you’ve done that comes the next stage – deciding whether merging your finances is the right decision for you as a couple. Here are a number of items you’ll want to cover.

It’s no secret: stock-markets recently reached all-time highs, and we are in the midst of the longest economic expansion in US history. This is a very, very long expansion, which by many measures has outlasted historical norms. It’s important to remember that what may have worked well for the last decade is only one segment of a viable investment strategy.

It doesn’t matter whether you’ve been together for 3 years or 30 years – money can be an emotional and stressful topic in a relationship. In this three-part series, we’ll explore the various dimensions you’ll want to consider as you make decisions about structuring your finances approaching/during marriage.

Making the decision about when (or if) to hire a professional financial advisor can feel like a big one, and it may feel unfamiliar and potentially uncomfortable if you’ve been relatively successful in doing so on your own. Working with an advisor can (and should) be about thoughtfully crafting a financial plan and implementing a tailored investment strategy, not a way to outsource what you’re currently doing.

As with most big decisions in life, there is seldom a “perfect time” to start planning for your financial future. Maybe you feel you still don’t have enough saved up yet, maybe you’re focused on other life goals like having kids or buying a house, or maybe you’re just too overwhelmed by a job search to think about finances. All of these are common reasons people put off engaging a financial advisor, but here’s why getting started is a lot easier than you might think (and shouldn’t wait).