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All in Financial Planning

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Guide

To sell or not to sell (your RSUs)? Consider these key factors.

Follow our simple framework to decide whether to hold, sell, or find a middle ground.

How much of one stock should you hold?

Is it time to diversify? Check out facts and frameworks to help you evaluate your risk.

Accredited Investors and Qualified Purchasers Made Simple

Which investment opportunities can you pursue? Review straightforward definitions to understand your eligibility for private investment vehicles.

Managing concentrated stocks? Understand the risk and strategies

Do you have too much of one stock in your portfolio? Learn everything you need to know about concentration risk – and how to manage it.

Managing tax drag when diversifying your portfolio

Understand how tax drag can slow the growth of your portfolio – and learn strategies for reducing taxes when you sell your stocks.

1
Charitable Strategies

Why Every Investor Should Consider A Donor-Advised Fund

Donor-advised funds (DAFs) are growing in popularity as the fastest-growing form of philanthropy, with over $52 billion granted to charities from DAFs in 2023. Yet, many savvy investors are still unaware of what they are, and how they allow you to donate generously and save thousands on your tax bill.

1
What is Tax-Aware Long-Short?

Tax‑Aware Long-Short Investing, Explained

Discover how tax‑aware long-shorts or long-short direct indexing boosts tax-loss harvesting, offsets gains, and overcomes portfolio lock-in for taxable investors.

2
Tax

Managing tax drag when diversifying your portfolio

Understand how tax drag can slow the growth of your portfolio – and learn strategies for reducing taxes when you sell your stocks.

3
Equity Compensation

To sell or not to sell (your RSUs)? Consider these key factors.

Follow our simple framework to decide whether to hold, sell, or find a middle ground.

Cache Advisors LLC (“Cache Advisors”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. Cache Advisors is a wholly-owned subsidiary of Cache. Cache Advisors’ investment advisory services are available only to residents of the United States in jurisdictions where Cache is registered. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Cache Advisors’ investment advisory services. Please refer to Cache Advisors’ Form ADV for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Cache Advisors.
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Cache Securities LLC (“Cache Securities”) is a broker-dealer registered with the SEC, and is a member of the Financial Industry Regulatory Authority Inc. (“FINRA”) and of the Securities Investor Protection Corporation (“SIPC”), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). For additional information and an explanatory brochure, please see www.sipc.org. Cache Securities provides security trading to self-directed customers. Cache Securities is a wholly-owned subsidiary of Cache.  Additional information about Cache Securities can be found on FINRA’s BrokerCheck. Clearing, execution and settlement of securities transactions is provided by Apex Clearing Corporation (“Apex”). For additional information on Cache Securities, please visit BrokerCheck at https://brokercheck.finra.org/

Cache Financials Inc. (“Cache”), which operates this website is neither a registered broker-dealer nor a registered investment adviser. Cache Financials does not give any investment advice, analysis, or recommendations with respect to any securities. By accessing this website, you agree to be bound by our terms of service and privacy policy.

This website contains endorsements from third-parties who are not current clients of Cache Advisors or investors in a private fund managed by Cache Advisors and represent their opinion at the time such statements were given. No compensation was paid in connection with such endorsements. Certain endorsements are by individuals who are investors in Cache, indicated as 'Cache Investor'. Such individuals have an indirect financial incentive to endorse Cache Advisors LLC to increase the value of their investment.

Please visit Investment Adviser Platform Disclaimer for important disclosure regarding Cache Advisors, LLC’s services through the website, as well as our legal disclosure library for additional terms and conditions and other important disclosures.
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