Insights
Answers for the decisions sitting between your equity portal and your tax return
Our research and writing focuses on the financial questions technology professionals actually bring to us.
No weekly market recap. No generic list of “five retirement tips.” Start with the stock-compensation decision already on your calendar.
Recent articles
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Should you sell RSUs as soon as they vest?
A framework for deciding what role newly vested shares should play in your financial plan.
The AMT crossover is a schedule, not a number
Why the amount of ISOs you can exercise changes as the rest of your tax picture changes.
Financial independence is a range
A more useful way to think about the point when work becomes optional.
The Q4 tax scramble is a planning failure
The equity-comp decisions that deserve attention before October.
Your 10b5-1 plan is either a diversification plan or a compliance document
How to connect trading rules to the financial plan they are supposed to support.
What to do with your RSUs in the six months before an IPO
Four decisions worth making while there is still time to make them deliberately.
How much company stock is too much?
Why the useful answer begins with how much loss your financial plan can absorb.
Browse by topic
Six areas we write about
RSUs
Vesting, taxation, diversification, sell-to-cover mechanics, and what to do after the shares arrive.
Read moreStock options
ISO and NSO exercise decisions, AMT, holding periods, and liquidity planning.
Read moreConcentrated stock
How much concentration a plan can support and how diversification schedules work.
Read moreTax planning
AMT, charitable giving, capital gains, tax-loss harvesting, estimated payments, and multi-year planning.
Read morePre-IPO and post-IPO
83(b), QSBS, secondary liquidity, lockups, trading windows, and 10b5-1 plans.
Read moreFinancial independence
Knowing when the compensation package becomes optional.
Read more