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Stock options

Stock optionsU.S. News

Can You Have Too Much Employer Stock?

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Unlike most questions in financial planning where the answer is typically "it depends," the answer in this case is decidedly yes; you can have too much employer stock – and many people do. There…
February 16, 2017
RSUsStock optionsUpdated for 2020

Managing Restricted Stock Units

Updated for 2020. RSUs are equity grants from your employer. When granted, the shares have no tax or income implications as they are still considered "unearned." To earn the shares, employees must meet vesting requirements set forth by the employer. Many public companies will require time-based vesting but could also…
May 4, 2016