If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)
Continue readingHow many of my RSUs should I sell?
How many of your RSUs should you sell when they vest?
I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).
Continue readingA Collection of The Most Important Bits About Restricted Stock Units (RSUs)
What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?
Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…
Do you fear a recession might be around the corner? What can you do to prepare?
Are you letting your vested RSUs just sit there, for lack of a better idea? (Video)
I own a ton of company stock. I’m supposed to be doing something with it, right? Right?
Do you find yourself, after a few years of working at the same company, the proud owner of a whacking big pile of company stock?
Should You Ask for RSUs or Stock Options?
When you get a job offer, or a raise, or a bonus, you’re probably simply told that you’ll be receiving more restricted stock units or more stock options as part of that compensation package. But on occasion folks are given the choice: Do you want RSUs or stock options?
Should I Use My Company Stock to Buy A Home?
Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO? Is this your ticket to homeownership?Continue reading
Higher Salary or More Equity: Which Should You Choose? (Video)
Working in tech, you likely have had to make this decision at some point. Or you will soon. The answer is not obvious! Nor is it the same for you as it is for someone else.
Tech Stocks Are Going Gonzo. What Should You Do With Your Company Stock? (Video)
This Wall Street Journal article inspired a video I recorded for my newsletter this week. Tech stocks are currently Killing. It. Which is great if you own company stock. But…Continue reading