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Who Has The Leg Up: High-Tech or Old Guard? Thumbnail

Who Has The Leg Up: High-Tech or Old Guard?

One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or financials. FAANG stocks have typically been the poster children for this position; these behemoth technology companies have contributed meaningfully to the market’s overall return and, by virtue of being growth stocks, the negative value premiums in recent years. Well, guess who showed up as value this summer!

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3 Keys to Optimizing Your Incentive Stock Options (ISOs) Thumbnail

3 Keys to Optimizing Your Incentive Stock Options (ISOs)

3 Keys to Optimizing Your Incentive Stock Options (ISOs) The purpose of incentive stock options (ISOs) are to provide incentives to attract, retain and motivate people whose contributions are important to the success of the company by offering them an opportunity to participate in the company’s future performance through the grant of awards. Typically, we see ISOs granted by private companies, and as those companies go public, they generally replace their ISO equity to an RSU equity offering. ISOs have created tremendous wealth to those who have been fortunate enough to align with a company who has experienced significant growth in valuation, but with that wealth comes a lot of strategies on the best way to manage your ISOs and company equity.

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Concentrated Stock Thumbnail

Concentrated Stock

Today the top five S&P 500 companies — Apple, Amazon.com, Google, Microsoft and Facebook — combined are worth $4.095 trillion versus $4.092 trillion for the bottom 282 companies. While this might seem mind-boggling, this sort of concentration is normal. In 1965, AT&T Inc. and General Motors Co. alone represented 14.5% of the S&P 500. What is different today, however, is that all the big players are tech names. For many of our clients that have been granted Restricted Stock Units in these companies, which have now settled into shares, a new financial planning challenge has been created, managing concentrated stock risk.

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