Equity Comp

How to Manage Your Emotions Around Your Equity in a Down Market

With the tech-heavy Nasdaq index down more than 25% so far this year, many tech employees worry that they are seeing a replay of the dot-com boom and bust of the late 1990s and early 2000s. And although those fears may be well-founded (there are certainly several similarities between now and then), since the financial…

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Cerner Employees: How Does the Oracle Buyout Affect Your Stock Compensation?

On December 20th, 2021, Cerner put out a news release with the simple title Oracle Buys Cerner. As a former Kansas City tech employee who has gone through an acquisition, I feel you. Anxiety runs high. Speculation becomes rampant! It can run the gamut from “we’re all getting canned tomorrow!” to “we’re saved!” Rather than…

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Time to Negotiate Your Next Pay Increase? Ask for Stock Instead of More Cash

If there is one thing that workers of all job types across every industry can agree on, it is that they could always benefit from having more money in their paycheck. It does not matter how much a person currently makes or the amount of it they actually spend; there is always room for more….

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Your Employer Just Granted You Stock Options. Now What?

Stock options are no longer just for the few executives at the very top of the org chart. Many publicly traded companies now make them available to non-executive staff. And while splitting compensation between cash and stock has some real benefits, turning those stock option certificates into real dollars takes some careful planning. It is…

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How Much is Too Much When It Comes to Owning Stock in the Company You Work For?

For many executives and senior level managers, compensation comes in the form of a set salary, a cash bonus (or two), and some form of equity ownership in the company. For executives and senior managers of publicly traded companies, equity ownership typically comes in the form of company stock. Publicly traded companies offer senior leaders…

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23. The Gender Pay Gap Around Equity Compensation with Brooke Harley

According to a study by Rutgers Institute, 24% of male employees hold employer stock options while only 17% of female employees do.  Looking at it from a dollars and cents perspective, in 2018, the average value of a stock option for a male employee wa…

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21. Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo

There are ways that you can access the value of your concentrated stock positions and avoid the huge tax bill.  In this episode, Malcolm Ethridge sits down with Anthony LoBalbo, regional manager with Schwab Bank,

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20. Managing the Tax Implications of Your Employer Stock and Options with Megan Gorman

Taxes are something that we will never be able to fully avoid, so it is imperative that we understand how they are going to impact all aspects of our finances, and prepare to manage them to pay as little as possible.  In this episode,

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19. Financial Planning Rules that Everyone With Employer Stock & Options Need to Know with Bruce Brumberg

Oftentimes, there is a significant gap between the information that companies who offer stock based comp to their employees think they are providing versus the amount of information those employees feel that they receive.

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18. The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer

Your equity compensation can have an outsized impact on your overall portfolio, so it is key to set your strategy ahead of time and find tools that will help you stick to your plan to diversify. In this episode,

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17. The Basics of Equity Compensation with Amy Reback

Navigating the world of equity compensation can be intimidating, but it doesn’t have to. As a participant in an equity compensation plan, a good place to start is by getting acquainted with your plan document and its various terms and conditions.

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