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.
In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different...
It has been about fifteen months since stock prices last peaked and nearly a year since entering Bear Market territory. After reaching a low in October, down 25%, the S&P 500 has recovered about half...
You may have heard about the failure of Silicon Valley Bank (SVB) and have some questions about it. I’ll share the short story on the bank without getting too far into the nuances of bank regulation...
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