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Iftikhar Ahmed, CFP®
Jun 21, 20241 min read
Selling Losers and Saving on Taxes
Imagine turning your investment lemons into financial lemonade. Tax loss harvesting lets you sell investments that have lost value to...


Iftikhar Ahmed, CFP®
Mar 28, 20242 min read
Tech professionals – Understanding your employee stock compensation and their taxation
Navigating employee stock compensation can feel like decoding a secret language, right? We often get asked what the differences and...


Saadia Ahmed, CFP®
Jan 19, 20241 min read
How do you invest in AI?
Since the launch of Chat GPT a question that I often get from clients and friends is: How do I invest in AI? They often mention AI...


Iftikhar Ahmed, CFP®
Jan 5, 20242 min read
Rocks, pebbles, and sand in a jar
If you've ever scrolled through your social media feed, you might have stumbled upon some business coach demonstrating a seemingly simple...
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