Stock Options Out of Jeopardy

Four Questions to Keep Your Stock Options Out of Jeopardy – Summer Refresher Series

This post may be one of Sheri’s favorites because it represents one of her own earliest financial challenges as well as the inspiration behind her current career. In an earlier career, Sheri was employed by General Electric for 15 years in a variety of roles. As she accumulated compan
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restricted stock units

A Restricted Stock Unit (RSU) Review

Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens to be an important one, on a subject
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SageBroadview In the News - mystockotions

SBV In The News: Advisors On Strategies For Equity Compensation And Company Stock At Year-End 2014

Year-end planning can be tricky amid the ongoing impact of the tax-rate changes that took effect in 2013. MyStockOptions.com asked five financial advisors for their ideas on financial and tax planning for the end of 2014 and the start of 2015, including our own Sheri Cupo, CFP® Read A
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Four Questions to Keep Your Stock Options Out of Jeopardy

Four Questions to Keep Your Stock Options Out of Jeopardy

In the classic quiz show, Jeopardy, contestants show their smarts by asking rather than answering the right questions. Executives who want to make the most of their stock options can do well by taking a similar approach. Your company stock options can be a source of significant enrich
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RSUs

How Do You Spell “Vested RSU”? We Say: S-E-L-L

Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can some
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