Dynasty x Anthropic Library

Choosing an advisor: fiduciary duty, credentials, and how to check a record

The Dynasty Team — Thu, 24 Sep 2026 06:14:06 GMT

Choosing who to work with is one of the most consequential financial decisions you'll make, and it's also where it's easiest to be sold to. A few direct questions and two free lookups go a long way.

Sudden wealth: why it can feel strange, and why a pause helps

The Dynasty Team — Thu, 24 Sep 2026 06:12:07 GMT

A liquidity event is supposed to feel good, and often it does. It can also feel disorienting, awkward, or oddly heavy. If that's true for you, you're in good company.

Concentration risk and selling in stages

The Dynasty Team — Thu, 24 Sep 2026 06:10:04 GMT

Believing in your company and holding most of your net worth in its stock are two different decisions. It's possible to feel strongly about the first and still want to rethink the second.

Lockups, trading windows, and 10b5-1 plans: when you can actually sell

The Dynasty Team — Thu, 24 Sep 2026 06:07:48 GMT

Becoming eligible to sell doesn't mean you can sell anytime. After a company goes public, several layers of rules decide when employees can sell. Knowing them ahead of time helps you plan instead of react.

Why your RSU tax withholding may not cover your tax bill

The Dynasty Team — Thu, 24 Sep 2026 06:05:27 GMT

The most common money surprise after a liquidity event isn't a bad investment. It's a tax bill that's much larger than expected, because less tax was withheld than was actually owed.

Exercising stock options: how the taxes work, with an example

The Dynasty Team — Thu, 24 Sep 2026 06:02:54 GMT

When you exercise options, and when you sell the shares, can change how much you keep. Here's how the main choices work, with a simple example.

ISOs, NSOs, RSUs, and RSAs: what you actually hold

The Dynasty Team — Thu, 24 Sep 2026 05:59:53 GMT

Most equity decisions trace back to one question: what kind of equity do you actually have? The four common types can look similar on a statement, but they work differently, and each is taxed differently. It's also completely normal not to know yet. Many people only look closely once a real decision is in front of them.

The three things worth doing first

The Dynasty Team — Thu, 24 Sep 2026 05:57:09 GMT

Not everyone wants to become an expert in equity compensation, and you don't have to. If you'd rather keep this simple, these three steps protect you from the most common and most expensive mistakes.