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 Salesforce Employees Can Build Wealth the Fast and Strategic Way
The biggest draw of working for Salesforce or another big-name tech company, is that employees build wealth in those companies fast… almost regardless of what their job title is. And you want to know how they do it. Because… why wouldn’t you want to add more wealth to your bank accounts automatically? We’ve been advising […]
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 […]
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 […]
IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far
So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year. In fact, if the current trend holds strong, we could see the second-highest number of IPOs since the dot-com bubble. Some of the heavy hitters in the tech world that we’ve watched IPO this year […]
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 […]
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 […]
3 Tech Employees, 3 Different Stock Option Strategies
Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will depend on when you came on the scene. Unfortunately, you can’t just copy your coworkers when deciding what to do with your stock options. You need a specific set of action steps for your situation. […]