Sona Wealth

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Month: July 2022

NSOs (Non-Qualified Stock Options) vs. RSUs (Restricted Stock Units)

(Podcast and video to follow) Podcast: https://thearchitectureofwealth.podbean.com/e/nsos-vs-rsus-how-to-make-a-good-equity-compensation-choice/ Takeaways Blog RSUs vs. NSOs   Takeaways More companies are giving employees a choice between NSOs (Non-Qualified Stock Options) and RSUs (Restricted Stock Units). There is no right or wrong choice. It is about understanding the pros and cons of each and how they fit with your goals, …

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Luck & Retirement – Retiring Before A Lost Decade

The Architecture of Wealth Shownotes: Could retiring in the 2020s be as bad as retiring in the late 60s? Now is a scary time for retirees.  Mark reviews a Barron’s article about sequence-of-return risk and the luck (or bad luck) of retiring before a bad stretch of stock and/or bond market returns. https://www.barrons.com/articles/retirement-recession-bear-market-51657228473?mod=past_editions Mark expands …

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