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 reading
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 reading
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?
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?
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
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.
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