Financial Advisor Insights

How Much Money Should I Have in Employer Stock?

It is not uncommon for employees with stock options or equity based compensation to hold too much employer stock. Employees don’t often realize how much of their financial future is tied to their […]

Continue Reading

Are You Holding Employer Stock in Your Retirement Plan?

Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms that allow participants to buy employer stock in […]

Continue Reading

How Incentive Stock Options are Taxed

by Darrow on March 01, 2017 in Stock options, ISOs, Infographics

If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the […]

Continue Reading

3 Ways to Manage Your Stock Options

by Darrow on April 20, 2016 in Stock options, ISOs, Infographics, RSUs, NQSOs

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant. Speak with a financialadvisor today about your stock […]

Continue Reading

Tax Planning Strategies for Incentive Stock Options (ISOs)

Develop a tax planning strategy before exercising your ISOs. Commonly referred to as equity-based compensation, the term “stock options” can mean an individual is given equity – or given the option […]

Continue Reading

What happens to stock options after a company is acquired?

Stock options are a form of compensation that can give you the opportunity to buy your company’s stock at a discounted price. But what happens to stock options after a company is acquired? Depending […]

Continue Reading

Stock Options: How to Manage

Stock options from your company can represent an opportunity to build significant wealth over your career; but there are complexities based on the type of grant and your personal situation which […]

Continue Reading
Investment risk analysis

Get Weekly Articles