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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Tokenized Stocks Are Coming to Wall Street - What Investors Need to Know
February 1, 2026

Tokenized Stocks Are Coming to Wall Street - What Investors Need to Know

Tokenized stocks do not change what you own, they change the infrastructure that moves, settles, and records ownership behind the scenes.

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Digital illustration of RSU tax forms, a vesting calendar, and a stock chart representing equity compensation tax strategy.
July 25, 2025

RSUs and Taxes: What High-Income Earners Should Do Before Vesting

Introduction: RSUs Aren't Compensation—They're a Tax Event You Didn't Choose

If you receive...

Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
July 23, 2025

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning
July 17, 2025

Chime Equity Compensation: What to Do Now That CHYM Is Public

🚀 Chime Just Made Its Nasdaq Debut – What That Means for You

On June 12, 2025, Chime hit...

Dark blue financial illustration showing incentive stock options (ISOs), IRS forms, and an AMT warning cliff for high-income taxpayers.
July 8, 2025

ISOs and the New AMT Cliff: What the 2025 Tax Bill Means for You

When Congress passed the One Big Beautiful Bill in July 2025, headlines focused on splashy...

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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