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Holding Too Much Cash: The Hidden Cost for Tech Professionals and Business Owners
Keeping large cash reserves might feel safe — but in the long run, it’s quietly costing you. If you’re a tech executive, founder, or high-earning professional, understanding the true cost
Borrow Against Your Investments at ~4%* in 2025: Smart Strategies for Tech Professionals
At We Financial, we specialize in helping tech professionals and founders unlock liquidity without having to sell their stock, options, or long-term investments. One of the most powerful strategies available
Maximize Your 401(k) or 403(b) in 2025 — Even Without Employer Contributions
One of the smartest financial moves you can make in 2025 is fully maximizing your 401(k) or 403(b) plan—even if your employer does not contribute a single dollar. These accounts
Mistakes, Pitfalls, and Poor Investments to Avoid in 2025
It’s easy to think that wealth guarantees flawless financial management. However, being wealthy doesn’t protect against mistakes, and there are plenty of examples of costly decisions, whether among celebrities or
How to Diversify a Large Position in 2025
Holding a significant position in a single stock—often linked to your employer—may seem advantageous… until the tide turns. This concentration significantly increases your risk. At We Financial, we regularly assist
How to Invest from $10k to $10m+ in 2025
This article outlines key steps to invest your wealth, whether modest or substantial. These suggestions are indicative; your decisions should consider your risk tolerance and investment horizon. Step 1: Build