Latest Blog Posts

I’ve Received Restricted Stock or RSUs of My Company Stock – What Is It and What Should I Do With It?

Restricted Stock and RSUs of your employer’s stock are just that. They are stock of the company, or in the case of RSUs, it is a book entry of the value of the company’s shares, for your benefit, to be given to you at a later date. Technically, it is restricted from your use based on a time schedule, or it could be performance based.

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4 Ways to Exercise Employee Stock Options – Which One Is Right For You?

With the stock market setting historical highs lately, perhaps it’s time to revisit your Employee Stock Options Plan, and determine if you should exercise some, or all, of your vested options. The key word here is “vested”. You see, until your options are vested, you cannot exercise them.

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Non-Qualified Deferred Compensation Plans: Pros and Cons

The majority of people have heard of 401Ks and IRAs as being the preferred methods of saving towards their retirement goals. However, not many people have heard of, nor do they have access to, a Non-Qualified Deferred Compensation Plan (NQDC). If you’ve heard of them, and have access to one, then this article is for you.

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