A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, it affords you the most time to plan and implement your strategy for the fresh calendar year ahead. When it comes to annual planning […]
stock options
Should You Exercise and Sell All Your Employee Stock Options Right Now?
If you have employee stock options, you’ve probably spent time considering the absolute best time to exercise those options — and from there, whether you should sell or hold your shares. Answering the question of “when” — when to exercise, and when to sell — is wrapped in complexity. With […]
6 Reasons to Exercise Your Incentive Stock Options When the Price Is Down
No one likes to see a stock they own go down in value. When we buy stock, we hope the price rises so we can earn a profit on our purchase. It’s bad enough, then, when our share prices fall instead. But what’s potentially even worse? Seeing those falling stock […]
How to Integrate Employee Stock Options into your Retirement Plan
Traditional retirement planning is grounded in the belief that if you save early and save often, you’ll accumulate enough wealth to retire with the lifestyle that you want. Most people try to achieve this feat by funneling a percentage of their paycheck into a 401(k) plan. Unfortunately, this single strategy […]
7 Steps To Handle Employee Stock Options During Market Volatility
If you own company stock and/or employer stock options, it’s very possible that you have experienced market volatility and have seen firsthand how a quick change in the stock price can materially impact the value of your stock options. A rising stock price can quickly change the value of your […]
Restricted Stock Units and the Terminology You Should Know
Restricted stock units are a great way for companies to add incentive to employee compensation packages. If you are receiving restricted stock from your employer, understanding the various unfamiliar terms and tax consequences are important to maximizing their value. All too often, employees don’t take the time to understand how […]
