Stock Options and Strategies depicts outside of Wall Street New York Stock Exchange building

March 6, 2023

Presented by Tom Kennedy, CFP®: Stock options allow you to benefit from an increase in the value of your employer’s stock without putting your own money at risk. You hold the options until you think the stock price has reached a high, Read More...
Using a blind trust to sell restricted stock depicts a blindfolded business woman.

April 12, 2021

Publicly traded companies often include corporate stock and stock options in key employees’ compensation packages. Here's a look at how to reduce Read More...
Consider the Financial Implications of Restricted Stock Units

October 26, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Companies are shifting to RSUs because they are administratively convenient, are easy Read More...
Tax-Savings Opportunity for NQSO Holders computer graphic.

April 17, 2020

Presented by Ben Murphy, CPA, PFS™, CPFA® : If you’re lucky enough to hold nonqualified stock options (NQSOs), you may be wondering what Read More...