5 Questions to Ask When Receiving Equity Compensation

5 Questions to Ask About Your Equity Compensation 1. WHAT TYPE OF GRANT(S) DID YOU RECEIVE? It sounds like common sense, but plan documents can be massive and confusing with their investment jargon and legalese. It’s important to work through your plan document to fully understand what type or types of grants you’ve received and […]

Restricted Stock Units – Should You Hold or Sell?

Congratulations, you’re either in a position where your company has granted you Restricted Stock Units (RSUs) or you’ve recently accepted an offer that includes them in your compensation package. Restricted stock units are a terrific benefit. When planned for correctly they can be a major catalyst propelling you towards your financial goals. Creating Your Plan […]