Explore alternative ways to grow your wealth, with our help.
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.
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.
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.
A clear picture of your goals will inform the best way to maximize your benefit from these valuable financial tools.
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.
When markets change quickly, working the plan, rebalancing, dollar cost averaging, and reviewing your plan remain the best courses of action.
In the week or so since the end of the quarter, the direction I was going to take this post changed as quickly as the Duke basketball team’s fortunes over the weekend.
“Stay the Course” Doesn’t Mean Ignore the Journey March seems to be turning into a time of year when something out of our control makes it appropriate to check in and offer an investment perspective...