Concentrated Stock: Where Company (Stock) Loyalty Can Be a Risk

Awards of company stock in any form are a meaningful and commonplace way for employers to compensate their valued employees beyond their regular salaries. But all too often — as a result of this generally welcome benefit — we see investors accepting too much personal financial risk by carrying oversized concentrations of the common stock … Continued

Leaving a Start-Up Company: What to Do With Your Stock Options?

The decision to leave a start-up carries with it a host of considerations that differ significantly from the choice to depart from an established public company.  Specifically, if you are considering leaving your start-up company, there are important issues surrounding your stock option plan that should be addressed.  It is easy to focus solely on … Continued

Mark Your Calendar

The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning process that could make you “financially fit” by year end. A good place to start … Continued