Incentive Stock Options Non-Qualified Stock Options (NSOs) & Incentive Stock Options (ISOs) are options to purchase shares of company stock at a certain price for a certain time. Because the purchase is optional, the purchase is naturally made at a discount to the market price. Not only are you buying the shares at a discount, …
Invective Stock Options What happens to your ISOs if you are laid off? Being let go is never easy, but the way these tech companies are handling it is as awkward as a 10th-grade me trying to ask a girl to a dance. I don’t know if it was because they have never really done much …
What happens to your NSOs if you are laid off? Being let go is never easy, but the way these tech companies are handling it is as awkward as a 10th-grade me trying to ask a girl to a dance. I don’t know if it was because they have never really done much but hire or grow, …
What happens to your equity comp RSUs if you are laid off? Being let go is never easy, but the way these tech companies are handling it is as awkward as a 10th-grade me trying to ask a girl to a dance. I don’t know if it was because they have never really done much …
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 …
SMAs & Direct Indexing – Separately Managed Accounts (SMAs) Can Lower Taxes Read More »
(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, …
NSOs (Non-Qualified Stock Options) vs. RSUs (Restricted Stock Units) Read More »
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 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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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; …
