Books

Startup Wealth by Joyce Franklin

Joyce has written two books about wealth preservation and provided source material for other publications.

Entrepreneurs are inherently optimistic people. But the very optimism that contributes to their success may torpedo the subsequent preservation of their fortune. Startup Wealth is a crucial guide for entrepreneurs looking to understand the personal financial and legal challenges of creating and building a company. An exploration of the Entrepreneur’s Wheel of Life and comprehensive discussions of equity awards, stock options, and angel investing will help you and your employees maximize personal wealth from day one until well after your IPO or acquisition.

Life, Liquidity & the Pursuit of Happiness
How to Maximize and Preserve Your Startup Wealth and Live Your Dreams

Joyce L. Franklin, CPA, CFP®

The water coolers and watering holes of Silicon Valley are rife with tales of paper millionaires who didn’t diversify, spent money they didn’t actually have, and wound up with nothing. Life, Liquidity & the Pursuit of Happiness is a crucial guidebook for startup employees looking to understand and prepare for the personal financial and legal challenges that can arise before, during, and after an IPO, acquisition, or other liquidity event. Dozens of anecdotes—along with equity award and stock option guidance, financial planning tips, and checklists—will help you and your team maximize wealth.

For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to science. Yet investors’ understanding of the sophistication of this burgeoning field has lagged the growing use of index products. Active Index Investing is the definitive guide to how indexes are constructed, how index-based portfolios are managed, and how the world’s most sophisticated investors use index-based strategies to enhance performance, reduce costs and minimize the risks of investing.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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