Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

exercising stock options private company

Get More For Your Money: Exercising Stock Options in a Private Company

Last month, we talked about the risk factors of the five types of equity available to employees in a private

when to sell stock at a loss

When Stock Prices Fall: Selling ISO Exercised in January

Sometimes, stock prices fall. Yes, even after you exercised them at the beginning of the year with 100% confidence that

stock options to buy a house

Use Your IPO Stock Options to Buy a House

Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career

stock options when you quit

Stock Options When You Quit: What Do You Do? How Do You Cash In?

So, you want to change jobs, eh? Career development is a noble quest, but a lot of tech and startup

when to sell RSU

IPO: When to Sell RSU Based on Share Price

When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes

IPO when no stock options exercised

Going Into an IPO With No Stock Options Exercised

So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you

ipo and taxes

5 Steps to Solve Your IPO Tax Issues

Every year, it’s the same deal: You review your finances from the year before, and try to plan out your

blog-should-you-borrow-money-exercise-stock-options

Should You Borrow Money to Exercise Incentive Stock Options?

  Our financial system is built on loans. This money helps us pay for education, a car, a house, and

Exercising ISO in January stock options

3 Reasons January is the Best Month to Exercise ISO

  Every December, the KB Advisors team is inevitably flooded with calls from people who are rushing to exercise incentive