Market volatility and stock-price declines rattle even the most experienced holders of stock compensation (and their financial advisors). Sooner or later, volatility or downturns may force you to make decisions that affect your financial future and long-term wealth. This article presents topics that I find myself discussing over and over again with my best clients.
Ready or not, tax-return reporting has changed yet again for the 2020 tax season. Prepare yourself with this article. Our editorial team presents the key points you need to know for your federal tax return if you had income in 2019 from stock compensation.
Stock options, restricted stock units, and other types of equity compensation are valuable benefits. However, when the company's stock price becomes a rollercoaster, remember that equity compensation is a long-term deal. This article offers expert advice for coping with stock-price volatility.
Everyone knows investing carries financial risks. However, it comes as a surprise to many investors that trading stock can actually get you into serious legal trouble, including criminal liability. This article explains what you need to know to avoid insider trading and insider tipping.
Stock options rose to fame in the 1990s. Even on the TV sitcom Seinfeld, Elaine got lucrative stock options and couldn't stop talking about them (provoking George's resentment, of course). Options remain a major form of employee equity. This article compares the two types and how they work.
Podcast included! An employee stock purchase plan is a great benefit. Don't let the opportunity flutter away. Learn the key dates and terms you need to know to make...
Podcast included! Receiving a grant of restricted stock or restricted stock units (RSUs) is a reason to celebrate. This article explains the value to you.
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