Sona Wealth

952-222-7696

Mark Struthers

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 »

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 »

I-Bonds! Once boring. Now sexy. With a 6-Month annualized rate of 9.6%, many are taking a new look at the US Savings Bond.

Podcast Show Notes – The Architecture of Wealth Date: 5/6/2022 Name of podcast: The Architecture of Wealth Episode title: I-Bonds! Once Boring. Now Sexy. With a 6-Month Annualized Rate of 9.6%, Many Are Taking a New Look at the US Savings Bond. I-Bonds. Used to be boring. Now, not so much. As inflation has risen, so …

I-Bonds! Once boring. Now sexy. With a 6-Month annualized rate of 9.6%, many are taking a new look at the US Savings Bond. Read More »

Using Listed Options To Hedge Against Today’s Uncertain Times

Inflation. Ukraine. Commodity Prices. Energy Prices. COVID. Government Debt. Interest Rates. Kirk Cousins. Did I miss anything? The reasons to be fearful about the market and economy (and the Vikings) are many, and your concerns are understandable. While most financial goals can be met by sticking to a long-term risk-return profile, there are times when …

Using Listed Options To Hedge Against Today’s Uncertain Times Read More »