Tag: Stock Options

Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. Equity Awards Your annual grants of Microsoft shares can support short-term cash flow needs or long-term goals, such [...]

As we continue exploring the road to diversifying concentrated stock positions (Part 1), you may want to ask yourself “what’s my worst acceptable scenario.” Sound dark? Well, it’s better than your worst non-acceptable scenario! Start with setting some guard rails. For example, if you aren’t comfortable with the possibility of getting nothing from your concentrated [...]

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ incentives often translate into offering employees stock awards. By offering workers this interesting ‘carrot,’ they offer ownership in the company in return for their tenure and a job well [...]

May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible.  As per my last post, there are three main categories of stock options: Restricted Stock Units (RSU), Non-qualified [...]

May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves but offer workers an interesting ‘carrot’ – ownership in the [...]

September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions.  A job search can be competitive and confusing, especially if you haven’t looked for a job in a while.  Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]