BLOG CATEGORY

Tech Industry

The Definitive Guide on the Dropbox IPO for Tech Employees

by Landon Loveall, CFP | Mar 9, 2018 | IPO, Stock Options, Tech Industry

In January 2018, Bloomberg reported that Dropbox filed for an initial public...

3 Tech Employees, 3 Different Stock Option Strategies

by Landon Loveall, CFP | Feb 9, 2018 | Stock Options, Tech Industry

Not all stock option strategies are created equal, and the right strategic...

5 Key Decisions to Make About Stock Options

by Landon Loveall, CFP | Jan 26, 2018 | Stock Options, Tax Planning, Tech Industry

Have stock options? If you play your cards right, you can turn that perk of...

Stock Option Decisions: How Do You Make the Best Choice?

by Landon Loveall, CFP | Jan 12, 2018 | Stock Options, Tech Industry

Receiving stock options can provide you with a fantastic opportunity to...

Uber Tender Offer: Do I qualify as an accredited investor?

by Landon Loveall, CFP | Dec 2, 2017 | Financial Independence, Liquidity Events, Stock Options, Tech Industry, Tender Offers

The past few weeks in the world of tech companies have been like...

What is a 10b5-1 Plan — And Should I Participate in Mine?

by Landon Loveall, CFP | Nov 12, 2017 | Financial Independence, Stock Options, Tech Industry

Restricted stock units (RSU), incentive stock options (ISO), and nonqualified...

3 Things To Do Before Your Lock-Up Period Expires

by Landon Loveall, CFP | Sep 18, 2017 | IPO, Liquidity Events, Stock Options, Tech Industry

Your company just announced its IPO. ???? You've been waiting for this day...

What Do I Do: When My Company Gets Acquired

by Landon Loveall, CFP | Jul 5, 2016 | Financial Independence, Tech Industry

How to react to the announcement of an acquisition, liquidity event, and...

Next Entries »

You've got a big opportunity to build wealth.

Don't blow it.

We created this guide so the tech employees we work with know how to strategize around an IPO. Download it yourself, and also get access to all our future blog posts.