Financial Advisor Insights

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

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Managing Restricted Stock Units

by Darrow on July 20, 2016 in Stock options, RSUs

Updated for 2017. 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

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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Tax Planning Strategies for Incentive Stock Options (ISOs)

Develop a tax planning strategy before exercising your ISOs. Commonly referred to as equity-based compensation, the term “stock options” can mean an individual is given equity – or given the option […]

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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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