Stock options present unique challenges, opportunities, and potential pitfalls to personal finances. In addition, they’re inherently complex when considering other factors of an individual’s or family’s holistic financial plan. Over the years of working directly with people who receive stock options as part of their compensation package, we’ve come up with our four best pieces …
Investors are certain to experience volatile markets throughout any normal economic cycle. As unpleasant as they may be, they also offer potential opportunities to long-term investors with the patience and financial wherewithal to withstand a downturn. This particularly rings true for equity compensation in both private and public companies. Stock options and RSUs in valuable …
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Technology company start-ups or private companies oftentimes use potentially extremely valuable equity compensation as a way to attract a talented workforce away from their “less risky” larger public company counterparts. If you’re considering a job offer or currently work for a private company that provides Incentive Stock options or Restricted stock/stock units as part of …
ESPP or employer stock purchase plans, as they’re commonly known, are a common employee benefit within the tech industry. As the name implies, they allow employees to purchase stock of the company at a discounted price. For example, rather than purchasing the stock outside of the plan for the market price, ESPP’s might apply a …
