Category: restricted stock

3 Reasons to Love Restricted Stock and RSUs

Restricted stock and restricted stock units (RSUs) are both commonly-used tools to attract and retain employees. While similar in feel, restricted stock, and restricted stock units are technically different instruments, the details of which go beyond the scope of this...

read more

Exploring the Life Cycle of Restricted Stock Units

When a company wants to reward and retain talented employees by offering them equity compensation, Restricted Stock Units (RSUs) are a common grant of choice. Any form of equity compensation can fill this role, and some companies even offer a choice. But RSUs are appealing for their relatively straightforward life cycle compared with other types of equity compensation.

read more

3 Employee Stock Option Exercise Strategies You Need to Know

Receiving employee stock options from your employer is great, as it indicates that your company sincerely values you.  They want to keep you, and keep you happy!  Furthermore, stock options can be a fantastic opportunity to generate wealth. However, knowing the right moves to maximize this complicated form of equity compensation is not easy.

read more

Dive Deeper

Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.

Hi, I'm Daniel Zajac, CFP®, EA

Daniel Zajac headshot small

I write about equity compensation and employee stock options in a way that is easy to understand.