Many financial planners will suggest that you allocate no more than 10-15% of your investable net worth into a single stock position. That range can allow you to benefit from the potential upside of a growing, successful company, without leaving your assets too vulnerable to a less-desirable outcome if the […]
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A Look into the Life Cycle of Restricted Stock
Employers can grant their employees shares of company stock in a few different ways. One option is to provide restricted stock, which is often included as part of a compensation package. Companies may want to make grants of restricted stock to key employees as a way to incentivize and retain […]
How Much Company Stock Is Too Much?
If you are on the receiving end of equity compensation in the form of employee stock options or restricted stock, it’s easy to get excited about the prospects of an increasing stock price and how that can positively impact your financial future. Company stock can offer non-financial benefits as well, […]
Cash vs. Cashless Exercise – The Employee Stock Option Conundrum
When you exercise your employee stock options, you may want to consider one of the following options to implement the exercise: A cash exercise, or A cashless exercise This is not an exhaustive list of options. You may run across other terms such as sell-to-cover, same-day sale, or share withholding. […]
10 Simple Simple Steps to Pre-Retirement Planning (for any age)
Spelling lists, multiplication tables, practicing your cursive (do kids today even use cursive writing)? Remember leaving school for the day and thinking “I can’t believe I have homework, homework is the worst!” All I wanted to do was go play kick the can with the neighborhood kids. Not practice geometry. […]