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 […]

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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 Non-Qualified Stock Options Are Taxed

by Darrow on November 17, 2016 in Stock options, Infographics, NQSOs

If you have nonqualified stock options (NQSOs or NSOs) it is important to understand how your equity compensation will be taxed and what responsibilities you have to report the income. Managing […]

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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 […]

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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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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 […]

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