Blog

 

When should I exercise my Non-Qualified Stock Options (NSOs)?

When should I exercise my Non-Qualified Stock Options (NSOs)?

As a financial planner who specializes in helping tech professionals with employee equity, I hear this question from many of my clients who work at pre-IPO tech companies. Typically, the short answer is, you should exercise and immediately sell your NSOs once you’re...

When Should I Exercise My Incentive Stock Options (ISOs)?

When Should I Exercise My Incentive Stock Options (ISOs)?

When should I exercise my Incentive Stock Options or ISOs? This is one of the most common questions I hear from my clients as a financial planner that specializes in working with tech professionals at pre-IPO tech companies. The simple answer is that you should...

Should I Sell My Restricted Stock Units (RSUs) Right Away?

Should I Sell My Restricted Stock Units (RSUs) Right Away?

The first question that many of my clients who work in tech ask me is: Should I sell my Restricted Stock Units (RSUs) right away? In general, the answer is, yes, you should sell your RSUs right away as soon as they vest. This assumes that your company’s stock is...

Should You Sign Up For Your ESPP

Should You Sign Up For Your ESPP

Hi, I'm Tom Lo with Vested Financial Planning, here to help you answer the question: Should you sign up for your ESPP? The answer is if you can sell your stock within a few days after the ESPP ends, then I would max it out. Remember, you're going to get typically get...

What is an Employee Stock Purchase Plan or ESPP

What is an Employee Stock Purchase Plan or ESPP

Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I'm with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies. It's a way...

TOM LO, CFP®, MBA

Vested Financial Planning

 

San Carlos, CA 94070 

 tom@vestedfinancialplanning.com

Phone: (650) 315-7372

DISCLOSURE: Vested Financial Planning, LLC (“VFP”) is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by VFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of VFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Copyright © 2019 - Vested Financial Planning