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Equity Award Planning Part 3 of 4: Strategies for Handling Company Stock Options
Let’s dive a little deeper. Here are a few of my favorite Equity Award Planning strategies.
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Equity Award Planning Part 2 of 4: Restricted Stock Unit
Since we are in the middle of equity award season I’ll keep the momentum going as this blog will focus on stock options’ little sister — the Restricted Stock Unit (RSU).
READ MORE...Equity Award Planning - Part 1 of 4 Stock Options
Tis the season of equity awards grants - truly an exciting time! What better time to revisit stock options and restricted stock units - how do both of these plans work and what are some strategies for each?
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The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the process. In my experience, there are 4 high level factors which determine your probability of success.
READ MORE...6 Lessons Learned From the Worst Dow Plunge Ever
When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like this.
READ MORE...Bring Your Kid to Planning Day
The other day I had a particularly interesting financial check-up with a client. What made this meeting different? Well, he brought his son.
READ MORE...Retrain Your Thinking: Stocks Vs. Real Estate
So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on the way we value and perceive both investments.
READ MORE...Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I've had several discussions on the subject. When people call and tell me how wonderfully easy this investment is, my first instinct is to run the other way.
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