News & Insights

Curious if Airbnbs + cost segregation can cut your W-2 taxes? This piece walks through the real mechanics, the 7-day rule, material participation, big paper losses, and future recapture, so high-income professionals can decide if the strategy fits their time, risk, and long-term goals.

Most “AI for investing” stares at charts. Alphanso’s AI also pays attention to how real people live with money, where they stall, when they engage, and what keeps getting postponed. This piece shows how we blend market engines, behavioral signals, and human advisors so smart but busy people can actually act on good advice and stick with it.

A brief case for shifting from AUM to AUA: why real advice for modern, fragmented investors has to cover every account, every asset, and the full picture of their financial life.

Most people treat RSUs as a simple “sell or hold” question. We treat them as structured capital allocation, looking at total employer exposure, near-term plans, and tax modeling to design simple rules so RSUs fund freedom and stability instead of oversized single-stock risk.

Today’s investors have 401(k)s, RSUs, startup equity, taxable accounts, cash, and private bets spread everywhere, yet most advisors only deeply see what they custody. This article outlines a shift from asset-transfer-driven advice to data-first, full-picture planning, where guidance follows all your assets wherever they live, preserving both control and clarity.

A practical guide for high-income households on how to legally pay less tax in 2025. We walk through maxing 401(k)/IRA/HSA, using tax-loss harvesting without breaking your strategy, structuring Roth and down-year opportunities, making charitable giving more tax-efficient, avoiding underpayment penalties, and running a real tax projection before year-end.

This piece connects your time as a PM at Datadog with how you now build Alphanso: treating money like a distributed system, and dashboards not as “reports” but as opinionated, event-driven interfaces that turn messy financial data into calm, actionable clarity.

OBBA quietly rewrites the rules for high-income households. This piece explains what changed for SALT, deductions, and estate limits, and why 2025–26 is a multi-year planning problem, not just another filing year.

When you build a wealth management platform, you expect the hard problems to be technical - data aggregation, modeling, personalization, compliance. What you don’t expect is that one of the biggest strategic challenges will be identifying who your product is actually for.

How to turn tax-efficient investing into a real AI system: LLMs to read the docs, ML to model after-tax outcomes, and a user layer to decide what actually fits your life.

A plain guide to when “waiting it out” makes sense and when tax-loss harvesting can quietly improve after-tax returns, especially for high-income, equity-heavy investors.

Why “just use a robo” quietly fails for high-earning tech professionals with complex equity. Learn what robos miss and what a real equity and tax plan looks like.

If you work in tech, your money life probably does not feel simple. Here are the three most expensive year end mistakes we see again and again, and what you can do instead.

Alphanso’s Document Vault turns scattered “money paperwork” into a clean, case-based workflow where you always know what’s stored, what’s missing, and what’s next.

After 600+ conversations with millennial HNWIs, one thing is clear: they don’t just want higher returns - they want someone they can trust with the full, messy picture of their wealth without giving up control.

A new generation of wealthy clients seeks clarity, not commissions, favoring flat-fee, tech-enabled advice centered on equity, startups, and transparency.

When RSUs vest, companies often withhold only 22% - far below what high earners owe, creating surprise tax bills and penalties.

Introducing the Estimated Tax Widget and AI Insights - two new Alphanso features that simplify year-end planning by turning your connected data into clear, actionable guidance.

Introducing AlphaLens, a smarter way to understand your portfolio. It blends fundamental, technical, and macro data to show the why behind every stock decision - giving you context, clarity, and confidence.

Executives face complex equity, tax, and governance. Alphanso’s personal-CFO program delivers coordinated, policy-aware guidance that reduces decision friction, mitigates 10b5-1 risk, improves well-being, and strengthens recruitment and retention.

Plan smarter with our 2024 Year-End Tax Planning checklist. Maximize savings, reduce tax liability, and secure your financial future with actionable strategies

Discover Alphanso’s new Documents Vault: a secure, centralized hub to organize, upload, and access files with encryption, real-time updates, and seamless access across devices.

Explore sustainable investing opportunities in renewable energy, circular economy, and ESG. See how Alphanso helps align financial growth with environmental and social impact.

Discover 5 proven strategies to protect your portfolio from market volatility. Learn how Alphanso’s AI-driven insights help you invest smarter and stay resilient in uncertain times.

Explore how the Fed’s $8.1T balance sheet impacts markets, inflation, and growth. Learn risks, projections, and strategies investors can use to navigate future economic cycles.

Master asset allocation with diversification, risk balance, and tech-driven insights. Discover how Alphanso helps you build a resilient, personalized investment portfolio.

Master the psychology of investing by overcoming fear, bias, and herding. Learn how Alphanso’s AI-driven insights help investors make rational, long-term financial decisions.

Navigate stock market volatility with expert insights on diversification, risk management, and AI-powered stock picks from Alphanso to invest smarter with confidence.

Learn how to thrive in the gig economy with diversified income streams, smart financial planning, and AI-powered stock recommendations from Alphanso."

Discover the art of diversification inspired by tech visionary himself, Bill Gates. From tech triumphs to balanced portfolios, learn how to invest like a mogul.

Real Estate and Stock Market are the most prominent wealth building approaches. Here are key aspects of both options to help you make solid investing decisions!

Explore top lithium stocks ALB & LTHM, the LIT ETF, market drivers, price trends, and long-term outlook as lithium powers EVs, batteries, and the global shift to clean energy.

U.S. Treasuries face rising yields, fiscal strain, and global shifts. Explore key risks, scenarios, and investor implications in today’s volatile bond market.

Tech giants dominate markets but face growing risks. Learn lessons from past bubbles and why diversification into staples, energy, materials, and healthcare is key for resilient investing.

Explore the pitfalls of excessive trading, psychological biases, and opportunity costs. Discover smarter investment tips with Alphanso's AI platform.

Discover how diversification reduces risk and boosts returns. Learn strategies across assets, sectors, and regions with Alphanso’s AI-powered insights for smarter investing.

Discover how U.S. debt dynamics could affect your investments. Navigate market challenges wisely with Alphanso's personalized strategies.

Navigating high-yield credit in 2024: Strategic insights for investors seeking returns in a volatile market. Discover key factors and central bank impact.

Discover the journey of NVIDIA from GPU provider to AI leader. Learn how it harnessed gaming, supercomputers, AI, and more to reward long-term investors. Read now.

AUM fees erode wealth, up to 30% of profits lost. Alphanso’s flat subscription model offers fair, affordable, and accessible financial advice for all, breaking free from outdated fee structures

Navigating the US junk bond market in 2024: $882B refinancing challenge, default rates, and the economic slowdown vs. inflation tug-of-war.

Explore how phases of the economic cycles - expansion, peak, contraction, & recovery impacts sectors. Learn strategies to maximize returns, and manage risks.

Struggling to decide - invest or pay off mortgage? Compare loan interest savings vs. investment returns to make the best financial choice for your future.

Navigating high-yield bonds in a slowing economy: Mitigating risks, seizing opportunities, and integrating ESG for a resilient portfolio.

Find out why a Roth 401(k) is a smart choice for young professionals in a low-tax environment. Learn when to choose Roth over 401(k) for long-term wealth.

CPI and PCE measure inflation differently. The Fed prefers PCE for its adaptable basket, broader coverage, and data reliability compared to CPI's fixed basket.

Uncover the dramatic rise and fall of Intel: from tech dominance to missed opportunities and ongoing struggles in the semiconductor saga.

Discover how strategic estate tax planning and the 2024 gift tax exemption can help you save on taxes while preserving wealth for future generations.

Explore the implications of the record-breaking inverse yield curve, its economic impact, and strategies for investors to navigate potential market turbulence.

Inheriting a house? Alphanso’s guide helps you handle taxes, mortgages, and smart property decisions with ease.

Link all your investments, cash, and debts in one secure dashboard, zero blind spots, full clarity.

ETFs vs mutuals vs index - costs, taxes, liquidity, and how to build low-cost, tax-smart diversification.

This outlook covers growth, Fed moves, stocks & bonds, policy risks, and diversification, with clear next steps.

Learn about after-tax IRA, quick conversion, pro-rata rules, tax-free growth, plus checklists and the next steps.

Streamlined sidebar, Coinbase crypto sync & direct log-in — your wealth view just got faster.