Financial Advisor Insights

Should You Sell Stock Options After The IPO Lockup Period?

Working for a company as it goes public can be a very exciting and rewarding experience. If you have stock options, restricted stock awards, or restricted stock units, an IPO means there will soon be […]

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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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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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Podcast Interview: Restricted Stock Units After an Acquisition

by Kristin McKenna, CFP® on February 16, 2017 in Stock options, RSUs

Darrow Wealth Management's Kristin McFarland explains what can happen to restricted stock units (RSUs) after an acquisition during a podcast interview for MyStockOptions.com.

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Managing Restricted Stock Units

Updated for 2020. RSUs are equity grants from your employer. When granted, the shares have no tax or income implications as they are still considered “unearned.” To earn the shares, employees must […]

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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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What happens to stock options or awards after a company is acquired?

What happens to stock options or awards after a company is acquired? Depending on several factors, such as what type of equity plan you have and whether your grant is vested or unvested, a few […]

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