Financial Advisor Insights

What Happens to Stock Options After a Failed IPO?

WeWork (now called The We Company) was just steps from a historic initial public offering when mounting concerns over the company's rampant spending, erratic behavior by then-CEO Adam Neumann, and […]

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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 Every Employee Needs to Know About Their Restricted Stock Awards

A Restricted stock award (RSA) is one type of equity compensation that employers can offer to boost employee retention and better align the financial interests of staff and executives to the […]

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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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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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How to Diversify Your Investments

Proper diversification of your investments requires more than just holding a diversified portfolio. If you're wondering how to diversify your investments, consider every asset you own as one […]

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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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What Should You Do with a Windfall?

Wondering what to do with a windfall? Perhaps you have received an inheritance or experienced a liquidity event from company stock. Now you need to know how to use the proceeds to maximize the […]

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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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