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...
by Landon Loveall | May 14, 2020 | Employee Stock Options, Financial Planning, Stock Options, Tech Companies
Imagine a typical job searcher in Silicon Valley: She had dreams of working for a big tech giant one day, but needed to cut her teeth on a smaller company to get experience first. She took a job at a tech company, and part of her compensation package was ISO...
by Landon Loveall | Mar 26, 2020 | Building Wealth, Employee Stock Options, Financial Planning, IPO, Tech Companies
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an...