Job transitions – they happen for many reasons. Some look for a different job to advance their career and pursue something better. Others are looking to jump ship when their current employer can’t meet their financial needs, career growth goals or even when the work environment is untenable. Changing jobs and employers when you’re mid-career […]
If you work for a publicly-traded company, the last thing that you want to worry about is unintentional insider trading. One strategy to help avoid insider trading is a 10b5-1 Plan. 10b5-1 Plans are excellent diversification agents. They help provide avenues to diversify out of company stock and avoid too much concentration risk in your […]
Our previous article about equity compensation covered Employee Stock Purchase Plans (ESPPs). Today, we’re going to dissect a prevalent vehicle that pops up in compensation packages across industries, Restricted Stock Units (RSUs). As part of our “Equity Compensation Foundations” series, this article covers the critical mistakes employees make with their RSUs and how to leverage […]
As your career advances, you’ll likely encounter equity compensation. Having equity in your company is a great way to feel connection and purpose to the work you do. But equity compensation is hardly one size fits all. There are several different types, all of which could have a significant impact on your financial plan. One […]
