compound

@Compound

Compound manages $5B+ for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.

compoundplanning.com

Joined February 2010

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compound
@Compound
Jun 11
It's here... Meet the Compound iOS app. 🙌 Our dashboard gives you a complete picture of your financial life — net worth, equity, cash flow, tax modeling, and documents, all in one place. The kind of visibility that used to require a family office is now accessible to anyone
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compound
@Compound
Aug 11
Parents worry about trusting their kids with money. The bigger risk might be the trust that determines how they actually inherit it. Tim Hamilton, CFP®, CIMA® has seen that kind of mess up close in his own family. When his grandmother needed help, they found an annuity nobody
compound
@Compound
Jul 28
✋ Did you hear Anthropic is reportedly considering requiring all employees to have a 10b5-1 plan after its IPO? So ... what is a 10b5-1 plan, and why is that news? It's typically used by executives and employees with access to sensitive, nonpublic information as a way to plan
Compound Planning | What to Know When Your Company Is Finally Going Public
From compoundplanning.com
compound
@Compound
Jul 23
Put $10,000 into a 529 when your kid is born. By the time they're 18, $30,000 of the growth could come out completely tax-free. Todd Rowe, CPA, CFP® said it plainly on the recent episode of The Concentrated Position: a 529 works a lot like a Roth IRA, but for education. It's
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compound
@Compound
Jul 14
Your company just filed to go public. Now what? Most employees spend years waiting for this moment. Then it arrives, and the lockup period, trading windows, and RSU tax questions all land at once. The decision window is shorter than it feels. On Wednesday, July 29, Jonny
Compound Planning | What to Know When Your Company Is Finally Going Public
From compoundplanning.com