How to Use Stock Options to Buy a House
For many Americans, buying a house is often a primary financial goal. However, in places like San Francisco or New York, it can be challenging to save up enough each month to put toward a down payment on a home in the area you love. Professionals in the tech industry have a neat way to […]
This Is the Most Powerful Stock Option Investment Strategy You Can Use
No matter what kind of stock options you have, there are two specific end results of every well-executed stock option plan: cash and taxes. The sale and exercise of stock options will leave you with cash to be invested. Getting the cash in hand is only the beginning; you have to invest it strategically if […]
Your Company Got Acquired: How to Capitalize on This Liquidity Event in Tech
As massive companies like Google and Salesforce keep buying out startups, your likelihood of finding out your company got acquired only goes up. And if you’re a tech employee sitting on stock options and company equity, this could be a massive wealth-building opportunity for you. The question is: would you prepared with the right […]
How to Invest the Cash After Exercising Stock Options
There are countless ways you can strategize around how to best use your stock options. That can depend on: The kind of employee you are The type of options you have The decisions you need to make around your stock options …and more, including your financial goals and specific needs. But no matter what approach […]
The Definitive Guide to Restricted Stock Units
If you work at a tech company, your compensation likely stretches beyond the numbers on your paycheck — and that’s a good thing. While a strong income is essential to growing wealth, getting access to some kind of ownership in the company through stock options or other incentives can help tech employees grow significant nest […]
3 Ways to Plan for Your IPO
Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole office is likely abuzz with speculation and talk that runs from useful information to pure gossip. There’s nothing simple about navigating an IPO as an employee (especially when all that talk can create information overload […]
Still Have Not Acted After Your IPO? It Could Be Costing You
Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their options and sold stock, you didn’t. You decided to wait and see. Maybe you felt uncertain about what to do, or you didn’t want to make a mistake. You might have been focused on your […]
How to Pay for College with Stock Options
You know that education is important. You’re probably better educated than your parents — and your great income and stock options are both a product of that education. But you also know that the cost of an education will likely only increase. In fact, according to College Board, tuition and fees at public four-year universities […]
The Definitive Guide on the Dropbox IPO for Tech Employees
In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy, there was one factor in this particular filing that made it especially interesting: Dropbox filed confidentially, and may be the first of many non-public filings to come. When the Jumpstart Our Business Startups (JOBS) Act […]