Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies to their employees. Rather than giving shares today these shares typically vest over time, incentivizing an employee to stay with the company. This type of compensation has unique tax considerations and can also bring in additional risk to financial planning. Tyler and Jordan discuss some different ways to think about this concentration risk.
top of page
.jpg)
Search
Recent Posts
See AllTyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways include, Required Minimum Distribution (RMD) age increasing to
21
Tyler and Jordan review the growth factor for our third installment of the fundamental factors of investing. The growth factor or style of investing focuses on companies that have an above average rat
6
Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison attended by Chuck at the fall conference. We pull out and disse
35
bottom of page