Tech Wealth Blog

  • Financial Ribbernecking - how do you stack up?

    How Do You Stack Up?

    Employees at technology companies—as a group—are highly compensated. Nonetheless, it may not feel like it, given the high cost of living in tech hubs like Seattle or the San Francisco Bay Area. To keep grounded in reality, I look forward every three years to the Federal Reserve Board’s Survey of Consumer Finances for the latest household income and net worth […]

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  • What Do Amazon Employees Invest In?

    401(k) plan sponsors are required to file Form 5500 with the Department of Labor every year. Along with other information, Form 5500 lists which investments plan participants have selected for their retirement funds—giving us insight into how Amazon.com employees choose to invest for retirement. So what do your fellow Amazon employees invest in? Perhaps not surprisingly, the company stock fund […]

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  • Human Capital vs. Financial Capital

    A person’s net worth is generally considered the sum of financial assets (stocks, bonds, savings) and real assets (automobiles, real estate) less debts (mortgage, credit cards). But this view fails to account for Human Capital—the value of all future wages. For younger workers, Human Capital is generally much larger than accumulated Financial Capital. Human Capital is considerable when we are […]

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  • Investment Advice: is there really a difference?

    It can be overwhelming to research all the different financial advisory firms out there today. Who is a good advisor? Whom can I trust? Given this uncertainty, most people solicit recommendations from friends or family. They then hire the recommended advisor without examining alternatives or selecting the right person for their specific situation. In this post we try to provide clarity both on the […]

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  • Guidance for Amazon Employees

    Savings Strategies for New Parents

    As life starts settling back to a normal routine following the arrival of your child, your attention will turn to the daunting prospect of funding their education. Beyond the basic need to stash away dollars, there is a myriad of choices today for educational savings. Plus, keeping your retirement savings on track will avoid requiring your son or daughter to […]

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  • 3 Financial Moves for New Parents

    Having a child is a defining moment in everyone’s life. And as with all major life changes, being aware of the financial implications and having a plan is vital. This post aims to help new parents become more financially savvy as they nurture and care for their new baby. Here are a few concrete steps to consider. 1.) Maximize Employer […]

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