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Equity Compensation

The Architecture of Wealth Podcast

SMAs & Direct Indexing – Separately Managed Accounts (SMAs) Can Lower Taxes

https://youtu.be/naCOYXtBIZA Mark discusses the four main reasons you may want to use an SMA: Taxes –Separately Managed Accounts (SMAs) Can Lower Taxes Taking Your Own Tilt / Smart Beta ESG & SRI Concentration Diversification & Regulation Separately Managed Accounts (SMAs) Can Lower Taxes. Tax losses can be harvested at the individual stock level; this allows …

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The Architecture of Wealth Podcast

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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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 …

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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. …

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basics of equity compensation

Equity Compensation — NSO & ISO Basics

The two main types of stock options are incentive stock options (ISOs) and non-qualified stock options (NSOs). Many professions love to use acronyms, but especially finance. But as my English-major wife points out, NSO and ISO are initialisms, not acronyms. To make things even more confusing, some use the abbreviation of NQSO instead of NSO; …

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