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How employees should think about their stock options Thumbnail

How employees should think about their stock options

Employee options have been a critical part of the tech industry for decades yet are still a black box for most people. In today’s post, we’ll aim to clarify the ins and outs of options and how employees should think about answering questions such as: How do options work? What are the trade-offs of exercising them and the different ways to do so? And, how do the taxes work?

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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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