Brooklyn FI

Your favorite notary happy hour is back!

Join us for year 2 of Martinis & Mortality on Tuesday, September 22, 5–8 PM ET in Brooklyn, NY.

Need something notarized? Join AJ Ayers, John Owens & Caitlin Fastiggi for an evening where you can sip, chat, and finally take care of those documents you've been putting off.

RSVP to reserve your spot, first-come, first-served for BKFi clients: https://hubs.li/Q04qkq510

Your company is about to go public. Your employees are about to have a lot of questions.

Most teams prep for the IPO itself and forget the people holding the equity. The lock-up period alone catches many employees off guard: 90 to 180 days during which they can't sell a single share.

We put together a guide for founders and leadership teams on getting employees ready before it happens, not after. Includes what to communicate, when, and the mistakes that show up in the excitement of the moment.

Read the full breakdown here: https://hubs.li/Q04qctcN0

We're proud to celebrate our recognition on Financial Advisor Magazine 2026 Top 50 Fastest Growing Firms list, earning the No. 15 spot!

This one means a lot because it's not just about us, it's about our team showing up every day for our clients, and our clients trusting us to help them build the lives they actually want. That's what actually moves the needle, not just for us, but for the people we work with.

FA Magazine's 2026 RIA Survey and Rankings List was released in July 2026 for data as of 12/31/2025. No compensation was paid to participate or be included in this ranking.

Jersey Mike's is going public at an eight-to-ten billion-dollar valuation, and the Forbes disclosures ahead of the IPO are worth discussing.

Episode 195 of The Liquidity Event also covers Jeff Bezos co-leading an AI startup and declaring that AI will make single-income households viable again, Vinod Khosla dropping ten billion dollars on the Seattle Seahawks while fighting a 20-year beach access lawsuit in California, and New York City's new pied-à-terre tax that is making some very wealthy non-resident property owners very upset.

Give it a listen. Link in the comments. 🎧

If your RSUs vested this year and your paycheck still felt light, here's the usual culprit: most employers withhold at a flat 22%, and for a lot of tech salaries, that isn't close to enough. The delta shows up at tax time. Here's how to get ahead of it.

Read the full blog post by clicking the link in the comments.

Our Q2 2026 investment commentary is live. What moved, what didn't, and what we're telling clients heading into the back half of the year. No jargon, no hedging, just where we stand right now.

Read the full Q2 investment commentary on our blog, linked in the comments below.

🎉 Welcome to Brooklyn Fi, Erika!

We're excited to have Erika join the team as a Financial Planner. She's passionate about helping and educating people, no matter their starting point, so they can feel confident with their money and build a life they never imagined. Big things ahead, and we can't wait for you to get to know her.

Say hi 👋 and help us give Erika a warm Brooklyn Fi welcome!

Anthropic confidentially filed its S-1 on June 1. If you're an employee with equity, the recent tender offer, combined with that equity, means real money is already in play, and a real tax bill may already be on the books this year.

We put together a guide on the IPO timeline so far, the AMT trap that catches ISO holders off guard, and what's worth doing before December 31. Read the full guide at the link in the comments.