by Ben Hockema, CFP® | Jun 11, 2026 | Tax Planning
A wave of potential or widely discussed future high-profile IPOs (e.g., SpaceX, OpenAI, Anthropic, if pursued) are generating significant investor interest. These are companies with strong growth narratives, dominant positions in emerging industries, and a level of...
by Ben Hockema, CFP® | Apr 28, 2025 | Equity, Equity Compensation
Over the past year, we’ve seen a noticeable increase in people coming to us with questions about equity compensation.Some are approaching major liquidity events. Others are navigating RSU vesting for the first time. A few are realizing, a little too late, that...
by Ben Hockema, CFP® | Nov 9, 2020 | Employee Benefits
Open Enrollment, that time when you get a bunch of emails from HR but never seem to find the time to look into it. Then, on the last day, you just keep things the same as last year…I have had the pleasure of working with Snowflake clients this year, which includes...
