What Happens to My RSUs If My Company Is Acquired?
What Happens to My RSUs If My Company Is Acquired? When a company is acquired, RSUs split into two categories…
How to Incorporate Unvested RSUs in a Financial Plan
Since unvested Restricted Stock Units (RSUs) generally represent potential future compensation rather than shares currently available to sell, they may…
Golden Handcuffs: Knowing When It’s Okay to Leave
July 17, 2026 You've probably done the math in your head already. For some, leaving your company now means you…
Mid-Year Equity Compensation Review: A Checklist for Executives
June 30, 2026 The halfway point of the calendar year is a natural moment to take stock of where things…
What Is an RIA? A Guide for Executives
June 23, 2026 The term "financial advisor" gets applied to a wide range of professionals with very different structures, compensation…
What Happens to Equity Compensation When You Leave a Company
June 9, 2026 Career transitions happen for many reasons: a promotion to a new firm, a layoff, a retirement, or…
ESPP Planning: Qualified vs. Disqualified Dispositions Explained
May 27, 2026 For employees of publicly traded companies, Employee Stock Purchase Plans often start as a small line item…
How Do Vesting Schedules Impact Tax Exposure and Market Timing?
Vesting schedules are fixed. Markets are not. Timing risk created by vesting schedules can quietly shape after-tax outcomes for executives…
RSUs vs Stock Options: Why Planning Should Differ
April 16, 2026 For many public company executives, planning for RSUs and stock options becomes more relevant as equity compensation…
Should RSUs Be Sold When They Vest?
March 24, 2026 Executives receiving equity compensation often face a common concern: What to do with newly vested RSUs. Hold?…