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6 Strategies for Managing Concentrated Stock
In this post, we dive into six concentrated stock strategies worth understanding. The most effective plans use several strategies at the same time.
Making Intentional RSU Decisions: A Behavioral Finance Perspective
In this post, we'll cover what behavioral finance is, why RSUs create a unique psychological environment, and what you can do to make more intentional decisions about the equity you earn.
Using Stock-Based Compensation to Fund Your Financial Goals
In this post, we dive into how to use stock-based compensation as a deliberate strategy to fund your financial goals, rather than letting vesting events pass without direction.
Psychology of Investing: How Emotions Impact Equity Decisions
In this post, we dive into the psychology of investing and how emotions influence decisions around equity compensation, why selling company stock can feel harder than it should, and how to build structures that keep your financial plan on track.
Equity Compensation Tax Planning 101
In this post, we break down the equity compensation tax planning opportunities that tend to have the greatest impact.
Tax Treatment of RSUs
In this post we break down exactly how the tax treatment of RSUs works, when taxes apply, and what you should plan for.
Difference Between Restricted Stocks and RSUs
In this post, we provide a quick and easy overview to help you understand the difference between Restricted Stock and RSUs, the pros and cons of both, their tax treatment, and their risks and considerations.
Stock Options 101
In this post, we’ll walk through the basics of stock options, explain the pros and cons, and share what to watch out for so you can approach your decisions with more confidence.
Equity Compensation 101
In this post, we break down the basics of equity compensation, the main types you might encounter (like stock options, RSUs, ESPPs, and more), how they’re taxed, and tips to maximize your benefits.
Growing Together: Anna & Steve’s Equity Compensation Journey Through the Milestones
Read about how Anna and Steve’s equity compensation journey evolved through their different milestones, and how Alfred’s advice evolved with them at different stages of life
Personal Finance for Tech Professionals 101: How to Budget
In this post on personal finance for tech professionals, we’ll walk you through the basics of budgeting tailored specifically for your unique compensation structure.
Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.
From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey
Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.
RSU Supplemental Withholding 101
In this post, learn about RSU supplemental withholding, the tax implications both federally and in Califonia, and four things you can do to avoid a surprise bill.
10 Covered Call Terms You Should Know
Call options can be a valuable tool for generating additional income and reducing concentrated stock positions at specific selling points.
In this post, we share 10 essential Covered Call terms to help you navigate this space.
Rethinking Diversification: A Nuanced Approach to Concentrated Stock Positions
In this post, we break down the trade-offs of diversification as a strategy, how to evaluate the risks of concentrated stock positions and scenarios of when it is best to diversify or hold on to your stock.
Strategic Selling of Equities (Pre-IPO): Navigating Real-Life Scenarios
This guide provides a straightforward approach to determining the most tax-efficient order for selling various types of equities, from stock options to long-term investments, if the company is not public yet.
ISO vs. NSO: A Strategic Approach for Tech Employees
In this post, we will explain the key differences between ISOs and NSOs, including their tax implications and 5 tips on how to maximize the benefits.
Tax Treatment of Restricted Stock: Explained
In this post, learn about the tax treatment of restricted stock to maximize your benefits and avoiding unexpected tax liabilities.
5 Tips for Managing Underwater RSUs
The reality of vested shares can be complex and sometimes disappointing, especially if the stock price has fallen since the IPO. If you find yourself in this situation, here are 5 strategies for managing your underwater RSUs effectively.