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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.
Employee Stock Purchase Plans: Should I Participate?
This post explores the pros and cons of participating in employee stock purchase plans to help tech employees make informed decisions.
Covered Calls 101
In this post, we'll delve into what covered calls are, how they work, and explore the pros and cons of implementing this strategy. We’ll also share more about our Covered Call service, in the event that you want some guidance and support implementing this investment strategy.
Trading Windows: Explained
This post explores what trading windows are, closed versus open windows, and how to navigate them effectively with the right planning.
Selling Private Company Stock: The Insider's Guide To Cashing In Before The IPO
Startups can be exciting and promising ventures, but often require significant time, effort, and money before becoming profitable, which means many start up employees receive stock options as part of their comp package. Let’s discuss how startup employees can sell shares of their privately held stock before it goes public!
Equity Payout: Explained
Equity comp can be confusing, so let’s discuss the different forms of stock compensation and how companies use them to pay their employees!
Tired Of Trading Windows? Meet The 10B5-1 Plan.
Let’s explore what a 10b5-1 plan is, how it works, and the risks and rewards associated with implementing such a plan.
Have Stock from your Past Employer? Consider Covered Calls!
In the fast-paced world of technology, savvy investment strategies can be a game-changer for your financial growth. For tech professionals, covered calls can be a robust tool to enhance income and diversification.
Let’s unpack 10 key items tech employees should consider to determine if covered calls is a good fit.
Boost Your Portfolio: Income & Diversification with Covered Calls
Covered calls are an options trading strategy designed to generate income while helping you diversify your holdings. Let’s unlock the power & deconstruct the complexity around covered calls!
Our Top 10 Investing Tips
10 things you should keep in mind when you start your investing journey
10 Equity Comp Terms You Should Know if You Work in Tech
Equity, stock options, vesting….what does it all mean? In this post, we go over 10 equity comp terms you should know if you work in tech.
Incentive Stock Options 101
Tech professionals are often offered incentive stock options (ISOs) as part of their compensation packages. ISOs can be a great way to align your interests with the company's, but they also come with potential tax implications that you must be aware of. Let’s dive in!