Landon Loveall, CFP

Latest Posts by Landon Loveall, CFP

Critical Money Lessons for Tech Employees

5 Critical Money Lessons for Tech Employees

Navigating the financial landscape as a tech employee, particularly when dealing with stock options and IPOs, can be daunting. Understanding

ISO to NSO conversion

ISO to NSO Conversion: Should You Convert Your Stock Options?

Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not

selling stock to buy a house

Selling Stock to Buy a House in 2024: Seven Steps

Buying a house is one of the biggest decisions of your life. ???? No matter where you live. Selling stock

tender offer for shares

Exercising ISO After Employee Tender Offer: A Huge Opportunity

It’s great when a company grants you stock options… and even better when those options can lead to a massive

RSU strategies for tech professionals

RSU Strategies for Tech Professionals with Landon Loveall

When you’re negotiating your compensation package, it’s easy to focus on the salary and maybe even the number of stock

RSU Cost Basis

Cost Basis and RSU: The Easy-to-Understand Tech Employee’s Guide

Prefer to listen? Listen to this article on The Tech Equity Podcast below, or find us on Spotify, Apple Podcasts,

ten important factors financial wellness

Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth

Knowing where to focus is the key to success on your journey of financial wellness. Something specific will trigger your

ISO exercise strategy

How to choose the right ISO exercise strategy for you

Understand your 5 strategic options and select the best one for your financial plan. Incentive stock options (ISOs) are one

Private company tender offer

Private Company Tender Offer: What To Do When Your Company Announces One

Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO