Insights
Smart Thoughts, Insights & Ideas
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The financial advice I usually give friends and family.
In preparation for the July 2023 trading window, these are prices to consider selling some of the 2022 options based on various assumptions.
Based on leverage and the Insight Ratio®, you can probably wait a little longer before selling.
Now that you have a good estimate of your income for the year, you can calculate how many ISOs to exercise without going in to AMT.
Exercising Incentive Stock Options in January can provide flexibility and benefits unavailable a few months later.
Are you a Netflix employee trying to decide if you should participate in the Supplemental Allocation of the NFLX Stock Option Program? I ran the numbers to help you understand the risks and rewards.
What do buying a house and RSUs have to do with market timing?
How intentionally tracking savings and spending can mitigate lifestyle creep.
Buying stocks can be fun, but make sure you are comfortable with the risks and you don’t need this money for other goals.
How do I know if this is the right financial advisor for me? What questions should I ask?
With Apollo acquiring Shutterfly, what is going to happen to the vested shares and unvested RSUs for employees?
You’ve accepted a grant of Restricted Stock Units (RSUs) and you want to know what to expect? What are the tax implications? What are the defaults? (AKA, what happens if you do nothing?)
I also help people by answering their questions on Quora. Feel free to check out some of my answers or ask your own questions.
The decision of when to exercise ISOs comes with a variety of tax and investment concerns unique to each individual. Here are some of the factors I help clients consider when planning around stock options.