To exercise or not to exercise your employee stock options?

by Michael Ruzhansky, CFP® One of the more frequent questions I get asked by clients and sometimes by their advisors is when is the best time to exercise employee stock options and sell the stock. As the stock market averages are hovering around all-time highs, I can not shake the feeling of dejavu. I have seen this movie before and it doesn’t end well. So I decided to publish a series of posts dealing with equity compensation planning. If you...

More

Diversifying Risk with Executive Compensation: 6 Considerations

Executive compensation can leave you with a substantial equity concentration and you may wish to think about diversifying the risk involved in this. Although such equity concentration can be enviable while the company is doing well, there is the danger that wealth can be seriously devalued if the stock underperforms. We are going to look at some of the considerations you will need to take into account if you are to (1) limit exposure to a volatile market and (2)...

More