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Stock Option Taxes: Tax Planning for ISOs vs. NSOs
In this post, learn how stock option taxes work for ISOs and NSOs, including tax treatment, exercise timing, AMT considerations, and strategies to minimize taxes.
Anduril Stock Guide: How to Think About Your Anduril Equity Compensation and Stock Strategy
This guide explains how Anduril's stock compensation works and how to think through your decisions on vesting, taxes, diversification, and long-term financial goals.
5 Equity Strategies for Managing Concentrated Private Company Stock
This post covers five strategies private company employees can use to manage concentration risk, protect financial flexibility, and participate in upside without overexposing their financial lives to a single outcome.
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.