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Announcing our Series A to make sophisticated investing more accessible
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All in Stock Management

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Guide

Collar Advance: A Simpler Approach to Variable Prepaid Forward Contracts

Learn how a variable prepaid forward allows you to access liquidity on your appreciated stocks without having to sell them, lose upside, or pay upfront taxes.

5 Effective Ways to Diversify a Concentrated Stock Position

Discover effective ways to diversify a concentrated stock position while minimizing tax impact. Explore strategies like exchange funds, collar advances, and direct indexing.

Understanding Equity Compensation: An Employee's Guide

A simple guide to all the forms of equity compensation – for employees at big or small companies.

Stock lending: How to earn passive income from your stocks

Find a new way to profit from your idle portfolio. We’ll explain everything about stock lending so you can invest confidently.

1
Introduction

Understanding Equity Compensation: An Employee's Guide

A simple guide to all the forms of equity compensation – for employees at big or small companies.

2
Equity Compensation

5 Effective Ways to Diversify a Concentrated Stock Position

Discover effective ways to diversify a concentrated stock position while minimizing tax impact. Explore strategies like exchange funds, collar advances, and direct indexing.

3
Strategies

Collar Advance: A Simpler Approach to Variable Prepaid Forward Contracts

Learn how a variable prepaid forward allows you to access liquidity on your appreciated stocks without having to sell them, lose upside, or pay upfront taxes.

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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