top of page

Taking Stock of Employee Stock Options

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.


Recent Posts

See All

College Planning Basics

Tyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of college and the expected future costs of college. We review aver

Market Update - September

Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for fu


bottom of page