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Season two of 2020? Thumbnail

Season two of 2020?

Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for violence. As a financial advisor, I know that the politics, protests, and rioting in DC are just one factor affecting markets. I honestly don’t know what will happen over the next few weeks, but I can help you understand how it affects you as an investor.

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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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