Financial Planning

17 06, 2020

Should I Sell My RSUs When They Vest? Not In These 2 Situations.
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Should I Sell My RSUs When They Vest? Not In These 2 Situations.

Equity Compensation, Financial Planning, Tax Management

Should I Sell My RSUs When They Vest? Not In These 2 Situations.

By Alex Caswell, CFA CFP®|2022-06-30T14:58:24+00:00June 17th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest? Almost always with a big fat YES. But jumping to the conclusion that this is the right answer for you is shortsighted and could lead to you to [...]

13 05, 2020

How to Handle RSUs: Understanding your Emotions
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How to Handle RSUs: Understanding your Emotions

Concentrated Investments, Equity Compensation, Financial Planning

How to Handle RSUs: Understanding your Emotions

By Alex Caswell, CFA CFP®|2022-02-01T16:48:40+00:00May 13th, 2020|Concentrated Investments, Equity Compensation, Financial Planning|0 Comments

There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look at what actually drives people's decisions. Emotions. In a recent blog post, we discussed how RSUs are income in the form of your employer shares. [...]

22 04, 2020

SBA Small Business Loans and Alternative Sources for Cash Strapped Business Owners
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SBA Small Business Loans and Alternative Sources for Cash Strapped Business Owners

Financial Planning

SBA Small Business Loans and Alternative Sources for Cash Strapped Business Owners

By Risley Sams, CFP® CPWA®|2020-04-27T17:18:57+00:00April 22nd, 2020|Financial Planning|0 Comments

The Novel Coronavirus has affected the world’s economy and business owners in a tremendously staggering way. Government mandates for sheltering in place and requiring only “Essential Businesses” to operate have forcibly put many business operations on pause. These businesses no longer have revenues and as a consequence, they are laying [...]

13 04, 2020

A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families
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A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families

Financial Planning, Tax Management

A Guide to the Stimulus Package for COVID-19 Impacted Individuals and Families

By Alex Caswell, CFA CFP®|2020-04-27T17:18:57+00:00April 13th, 2020|Financial Planning, Tax Management|0 Comments

The stimulus package for COVID-19 was signed into law by President Trump on Friday, March 27th, 2020. The act is extremely broad and impacts everyone from individuals to airlines. To get a better grip on the CARES Act we decided to write up a guide for individuals and families. This [...]

9 03, 2020

RSU Tax Rate Is Exactly The Same As Your Paycheck
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RSU Tax Rate Is Exactly The Same As Your Paycheck

Equity Compensation, Financial Planning, Tax Management

RSU Tax Rate Is Exactly The Same As Your Paycheck

By Alex Caswell, CFA CFP®|2022-06-30T15:00:53+00:00March 9th, 2020|Equity Compensation, Financial Planning, Tax Management|0 Comments

One of the biggest benefits of working for high tech companies is receiving equity. As a CFP, it is one of my favorite and most important topics to discuss. Your employer can pay equity in several ways. With each form of equity compensation, there are a variety of tax rules [...]

Financial Planning

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