Financial Advisor Insights

Incentive Stock Options vs Non-Qualified Stock Options

by Darrow on October 24, 2017 in Stock options, ISOs, Infographics, NQSOs

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?

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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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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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

by Darrow on March 01, 2017 in Stock options, ISOs, Infographics

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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Podcast Interview: Restricted Stock Units After an Acquisition

by Darrow 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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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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