Sona Wealth Management Logo

June 2022

The Architecture of Wealth Podcast

What Does It Mean When Your Equity Compensation Is “Underwater”?

Show Notes This week Mark goes through what it means when equity compensation options are underwater. Underwater Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs) have no intrinsic value. Because the strike price is more than the current market value, they show no value on your statement. Mark provides an example of an underwater …

What Does It Mean When Your Equity Compensation Is “Underwater”? Read More »

The Architecture of Wealth Podcast

6 Equity Comp Tips For Dealing With Market Volatility

The Architecture of Wealth Podcast Show Notes – The Architecture of Wealth Episode Title: 6 Equity Comp Tips For Dealing With Market Volatility Embed podcast player  Episode Introduction Market downturns and volatility affect equity compensation more than other types of investments. Non-qualified Stock Options (NSOs) and incentive stock options (ISOs) can be particularly hard hit. …

6 Equity Comp Tips For Dealing With Market Volatility Read More »