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What are ISO’s?

What are ISO’s?

What are ISO's? Transcript: Hi, I'm Tom Lo with Vested Financial Planning. I'm here today to help you understand what are ISOs. ISOs or Incentive Stock Options are simply the right, but not the obligation to buy stock in your company. The key thing to understand about...

What to Do When My IPO Lock-Up Expires?

What to Do When My IPO Lock-Up Expires?

What to Do When My IPO Lock-Up Expires? Transcript:   In this video, I explain three steps to prepare for you IPO lock-up expiring. Hi, I'm Tom Lo with Vested Financial Planning. I'm here to help you answer the question: What should I do when my IPO lock-up...

What Should You Do If You Have Too Much Company Stock?

What Should You Do If You Have Too Much Company Stock?

What Should You Do If You Have Too Much Company Stock Transcript: Hi, I'm Tom lo from Vested Financial Planning and I'm here to answer the question "What do I do if I have too much company stock?" So, in four 4 steps Step 1: is to identify if you have any short-term...

Why you shouldn’t hold too much company stock

Why you shouldn’t hold too much company stock

In this video, I explain the risks of having concentrated company stock. Why you shouldn’t hold too much company stock Transcript Hi, this is Tom Lo from Vested Financial Planning. I'm here today to help you understand why you should care about having too much company...

Do you have too much company stock?

Do you have too much company stock?

In this video, I explain how to calculate if you have too much company stock. Do you have too much company stock?   Hi, my name is Tom Lo from Vested Financial Planning here today to talk to you about: Do you have too much company stock? Many clients come to me...

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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