If you have stock options, then you can access an asset that provides you with a choice. Very literally, a stock option is an option; it’s a form of compensation that gives you the right (but not the obligation) to buy shares of company stock at a set price. Acting on...
Category: equity compensation
New Resources on Equity Compensation, Blog Updates, and More
I'm passionate about using my experience to help people like you understand what to do with employee stock options, RSUs, and other forms of equity compensation. I spend a lot of time developing resources to educate on this topic because I believe it's important that...
9 Year-End Planning Tips for Your Equity Compensation
You might not give much thought to the equity compensation you receive throughout the year (until you’re forced to take action with it). But even if you do have a long-term plan in mind, it’s smart to pause periodically and review the overall strategy. The end of the...
6 Steps for Handling Employee Stock Options as a Conservative Investor
If you done any research on equity compensation and employee stock options, you’ve likely come across terms and phrases like “concentration risk” and “too many eggs in one basket.” You may have also read up on stories that detail how a declining stock price wiped out...
Dive Deeper
Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.
NEW! The Ultimate Guide to Equity Compensation
Understand what you have, what you should consider, and what ultimately matters to you.
Hi, I'm Daniel Zajac, CFP®, EA
Understand what you have, what you should consider, and what ultimately matters to you.
NEW! The Ultimate Guide to Equity Compensation
Understand what you have, what you should consider, and what ultimately matters to you.
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Get the Ultimate Guide to Incentive Stock Options to better understand your equity compensation.