May 21, 2026 For California executives at publicly traded companies, tax planning for equity compensation often involves coordination across multiple tax years and multiple professionals. Between the state's high marginal…
May 19, 2026 For directors, Section 16 officers, and other insiders at publicly traded companies, selling company stock is rarely a simple decision. Blackout periods, pre-clearance requirements, and the ongoing…
May 12, 2026 Concentration risk in bull markets can feel less urgent as account values rise, equity awards vest, and confidence grows. For executives at public companies, a strong market…
May 7, 2026 For executives at the VP- and senior-level, company equity eventually shifts from being a "side benefit" into representing a major portion of net worth. RSUs, equity grants,…
May 5, 2026 For corporate executives, directors, and other employees subject to company trading policies, timing around company stock is regulated. Stock planning around blackout periods is important because an…
April 30, 2026 Even when a corporate executive isn’t short on wealth, they may still be short on access to it. When a large percentage of net worth is tied…
April 28, 2026 Concentrated stock decisions often start with a simple question: what is the right price to sell? The question is important, but it leaves out an important variable.…
April 23, 2026 Vesting schedules are fixed. Markets are not. Timing risk created by vesting schedules can quietly shape after-tax outcomes for executives receiving meaningful equity compensation. A vesting calendar…
April 21, 2026 You know that diversifying company stock is rational. Yet you hesitate to reduce exposure. That tension is not a knowledge gap. It is behavioral. For public company…
April 16, 2026 For many public company executives, planning for RSUs and stock options becomes more relevant as equity compensation grows. While these forms of compensation are often grouped together,…