Financial Advisor Insights

What Happens to Stock Options if I Leave the Company?

It's common for employees to move around, especially in tech and biotech. Before signing a new offer letter, make sure to understand what could happen to your stock options, restricted stock units, […]

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Incentive Stock Options vs Non-Qualified Stock Options

What's the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a lot in common. For employees, stock options […]

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Stock Options Explained

Stock options or awards can be quite complex. Whether you're just starting out and looking to understand what stock options are or you're ready to develop a strategy for your equity compensation, the […]

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What Happens to Stock Options After a Company Goes Public?

Whether you work for a company that is pre-IPO or has recently gone public, you may be wondering what that means for your stock options or restricted stock units. The truth is, there are many […]

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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 […]

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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 […]

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How Incentive Stock Options are Taxed

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 […]

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3 Ways to Manage Your Stock Options

Tips for managing equity-based compensation (Infographic). Managing stock options can be complicated and the tax implications significant.

To begin, what type of stock options do you have? Incentive […]

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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 […]

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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 […]

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