Many employees in the Bay Area, especially in Silicon Valley, have restricted stock units (RSUs) that have been granted to them by their employer. These RSUs are one method that your company uses to retain talent. Back in the 1990s, many companies used stock options for this purpose, but these have largely been replaced by […]
L Squared Wealth Management is Born!
On Friday, March 7, L Squared Wealth Management LLC was officially approved by California as a Registered Investment Advisor (RIA)! We are now officially open for business. The genesis of L Squared Wealth Management started about six months ago. When I looked at the various financial firms out there, I was not excited. Too often, […]