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Insights

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

The Story Behind the Name VIP Wealth Advisors
December 10, 2025

The Story Behind the Name VIP Wealth Advisors

In the wealth management industry, the term "VIP" has traditionally carried a very specific meaning. It refers to the top tier of clients, the individuals and families who bring the most...

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  • Taxes
  • Financial Planning
  • Equity Compensation
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  • RSU
  • Tax Policy & Legislation
  • Business Owner Planning
  • Incentive Stock Options

Celebratory illustration titled Pattern IPO
September 23, 2025

Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO)

Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...

Minimal fintech-style illustration of StubHub IPO equity compensation with icons for RSUs, stock options, taxes, and diversification strategies.
September 19, 2025

StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes

The StubHub IPO has officially arrived, marking a significant milestone for the online...

Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.
August 2, 2025

CoreWeave IPO: Your Equity, Taxes, and What to Do Next

CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...

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...

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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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