by Landon Loveall | Aug 8, 2023 | Employee Stock Options, IPO
How to devise a smart selling plan and see real tech IPO examples you can learn from. WIth its 2021 rise and 2022 crash, the stock market has been quite a roller coaster these past couple of years. If your employer went public around 2020, you know firsthand just how...
by Landon Loveall | Jul 21, 2022 | Building Wealth, Employee Stock Options
Anytime we have a client with stock options and an IPO in the future (which is often), we build their financial plan around five key areas: Career Stock Options Taxes Cash Flow Investments You’ll notice that stock options are #2 and investments are #5… Yet so many of...
by Chelsea Rustek | Mar 24, 2022 | Employee Stock Options
Most people are pretty giddy when they get their first job with a stock options package. After all… what is there to not be excited about? If you’re confident in your company and your teammates’ abilities to do their jobs well, it’s a built-in opportunity to grow your...
by Landon Loveall | Dec 21, 2021 | Employee Stock Options, Financial Planning, Investing
In this article we’ll talk about how individual investing has evolved over time, and why Separately Managed Accounts (SMAs) could very well be the future of personalized investing. Especially when you consider the recent decrease in their investment...
by Landon Loveall | Dec 10, 2020 | Employee Stock Options, Stock Options, Uncategorized
After an IPO, a lot of things change with your stock options and your company equity. You’ll have to deal with things like blackout periods and trading windows, and some companies will start offering an Employee Stock Purchase Plan (or ESPP). What is an Employee...
by Landon Loveall | Jul 9, 2020 | Employee Stock Options, Stock Options
You can see the money now, can’t you? ???? ???? Your company’s hit their IPO, and you finally get to cash in on your stock options. ???????? You’ve received all the exciting emails from HR about what you’ll be able to do and when, and your trading window is...
