Jamieson Hopp CFP®, ECA

Jamieson obtained a bachelor’s degree in Business Administration with a concentration in Financial Planning from Colorado State University, in 2018. Shortly thereafter, he sat for and passed the CFP® exam. Outside of work, he enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.

Active vs. Passive Investing in 2026: Which Strategy Wins?

The active-versus-passive investing debate has been largely settled at the data level, and the data consistently favor passive. Yet active funds continue to attract trillions in assets, and arguments for active management persist. This guide covers what the research actually shows, the specific contexts where active management can add value, and what this means for […]

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Benefits Open Enrollment: How to Maximize Your Employee Benefits Package

Open enrollment is one of the highest-value financial planning opportunities of the year, and most employees treat it as an afterthought. The decisions made during a typical enrollment window affect your tax bill, your healthcare costs, your disability and life insurance coverage, and your retirement savings for the entire following year. This guide covers what

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Managing a Concentrated Stock Position: Strategies to Reduce Risk

For many tech professionals, a concentrated position in employer stock built through RSUs, options, or an ESPP represents both a significant wealth-building opportunity and one of the most underappreciated financial risks they carry. When a single stock represents a large percentage of your net worth, you’re carrying both income risk and investment risk tied to

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How Much Life Insurance Should You Actually Buy?

Most people either have too much life insurance, too little, or coverage that’s mismatched to their actual needs. The rule-of-thumb approaches, 10x income, whatever your employer provides, frequently leave families meaningfully underprotected. This guide walks through a practical framework for calculating the right coverage amount for your situation, determining which type of policy makes sense

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Man carrying box of things out of office

I Lost My Job — Now What? 4 Financial Moves to Make Immediately

A layoff is one of the more disorienting financial events most people will experience; it arrives suddenly, often without much warning, and the emotional weight of it can make clear financial decision-making genuinely difficult. This guide is intended to function as a checklist for exactly that moment: the practical, time-sensitive financial moves to prioritize in

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Two people reviewing stock options.

Best Stock Options Advice: 4 Strategies We Give Clients Every Day

Stock options, both Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs), are among the most powerful and most consistently misunderstood components of a tech compensation package. The decisions around when to exercise, how to manage tax exposure, and how to fund the exercise itself can mean a difference of tens of thousands of dollars

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