The Weekly Vest

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Tuition Prices: It is no secret that tuition prices have skyrocketed compared to almost everything else over the last 30 years. The increased cost, coupled with the fact that more and more companies have dropped their degree requirements, brings the question: In what situations is college not worth it? Stripping...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Co-Founder Equity: When a company goes public there can be a lot of speculation about how much equity founders or early employees have. This chart, with data prior to fundraising, shows the average equity for a "co-founder" that is not the "primary" founder. The average co-founder, according to Carta, gets a 45%...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Deflation at Tesla: While everything seems to be a lot more expensive today than it was just few shorts years ago, one product is becoming a lot cheaper - Tesla Cars. Automobiles prices in general have spiked since 2020, with the used car market cooling off a tad over the past year+ with a modest 7% decline....

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Starting up and shutting down: More startups have shutdown in 2023 (543 through Q3) than all of 2022. Furthermore, we're on pace to have more startups shutdown this year (724) than 2019, 2020, and 2021 combined. Quote🗣️ What looks like a talent gap is often a focus gap. The “all-star” is often an average to...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Mortgage Rates: More than 60% of outstanding mortgages have a rate locked in at 4% or less. With the average 30-year fixed rate mortgage hovering near 7.5%, this is the key driver impacting the national housing market where inventory remains at an all-time low. Most homeowners are staying put, as they do not want...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Return to Office? After almost 4 years from February 2020, office occupancy in major cities is still down roughly 50%. While it appears that some level of remote work is here to stay, the bigger question is: what will downtown office buildings look like in 20 years? Quote🗣️ If you really look closely, most...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 Tech Layoffs: After peaking in January at over 100,000, layoffs in tech have dropped by almost 90%. This aligns with what we've seen anecdotally. Let's hope this trend continues! Quote🗣️ Never let the fear of striking out keep you from playing the game." - Babe Ruth Tweet ✍️ Thank you for spending your time on...

The Weekly Vest Maximize Equity, Reduce Taxes, Live Better. Greetings, Welcome to The Weekly Vest! This week we have another 3 shares vesting - 1 Chart, 1 Quote, and 1 Tweet. Chart📉 QSBS: Arguably the most 'hard to believe' tax opportunity exists when you own, and sell, Qualified Small Business Stock. This "loophole" allows you to pay 0% Federal income tax on $10 million+ of income. The earlier the startup, the higher chances you have of acquiring QSBS-eligible shares. Quote🗣️ I don't look to...