Financial Advisor Insights

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?

by Darrow on August 08, 2017 in Stock options, ISOs, RSUs, NQSOs, Diversification

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 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 stock options will be taxed and what responsibilities you have to report the income. Managing equity […]

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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.

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

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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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