May Wealth Creation Conversation: Beyond the Paycheck – Building Real Wealth
Wealth Creation for Women in Tech Community
We gather monthly for a live conversation and hands-on workshop created for women working in technology and biotech who want a clear, supportive space to think through financial decisions. Each session focuses on a specific topic and includes time for reflection, questions and discussion. The goal is for participants to leave with a better understanding of what matters most, what steps to take next, and what can wait.
Christine is a Wealth Advisor who specializes in working with women in technology and biotech. She focuses on helping clients make thoughtful, confident decisions around investing, retirement planning, and long‑term wealth in a way that feels practical and approachable.
This group was created to offer an educational, supportive space for real conversations around money.
What You'll Learn:
Host
.svg)
Registration
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
