Stock Option and Restricted Stock Planning

Explore alternative ways to grow your wealth, with our help.

Schedule a Call Why PrairieView?

PrairieView has developed comprehensive strategies to manage and integrate complex and tax-sensitive compensation arrangements. We follow a process and framework for understanding the benefits and risks of Stock Options and RSUs and how to evaluate handling vested RSUs and exercising Stock Options.

How We Help

In addition to direct cash, many of our clients earn compensation of company stock. We can provide guidance on a variety of employee stock plans.

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Know your stock plans

Stock Options, Restricted Stock Units, and Employee Stock Purchase Plans have one thing in common - they allow you to benefit from growth in your company's stock. Each type has unique growth potential, risk, and tax characteristics. These qualities are important to understand as they each play a role in helping you meet your goals.

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Understand what you want to accomplish

A clear picture of your goals will inform the best way to maximize your benefit from these valuable financial tools.

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Optimize your stock plans for your goals

Knowing the traits of your stock plans and what you can use them to achieve will empower you to make confident decisions about your company stock plans.

Get Started Today

Recent Blogs

Find helpful and straightforward answers to your investment questions.

Stocks are Back to All Time Highs
Apr 16, 2024
Stocks are Back to All Time Highs
Investments

Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...

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Markets & The Economy Defied Expectations in 2023. We Should Expect That.
Jan 16, 2024
Markets & The Economy Defied Expectations in 2023. We Should Expect That.
Investments

I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...

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Why Not Just Lock-in 5% Interest?
Oct 24, 2023
Why Not Just Lock-in 5% Interest?
Investments

Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...

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You Don’t Have to Plan Alone

Our advisors are standing by to help you make smart financial decisions.

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