Featured Blog Posts
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7 Tax-Efficient Ways to Divest Your RSU Shares
With restricted stock units (RSUs), the easy part of accumulating newfound wealth is by vesting. The hard part is decumulating those shares, figuring out when to sell, and doing so in a tax-efficient way.
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Should I sell or hold my RSUs upon vest?
Here’s the DATA. If you’re lucky enough to work at a public company and have RSUs, you have a decision to make every month/quarter upon vest: Should you (1) sell your vested RSUs, or (2) keep them?
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How do tech companies perform post-IPO?
Most companies “pop” on Day 1. But after 3 years, the story is much different. And, even worse, the bottom decile of IPOs are nearly completely wiped out.
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How are ISOs, NSOs, and RSUs taxed?
Listen to Episode #648 of the Money Tree Investing Podcast with Kirk Chisholm to hear Josh demystify important concepts and common behavior traps that employees with equity compensation make.
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Teaching MBA students about equity comp
Yesterday I was back at Harvard Business School to debut a case on equity compensation and financial planning that I wrote with a couple professors.
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Should I sell or hold my RSUs upon vest? Here’s the data.
If you’re lucky enough to work at a public company and have RSUs, you have a decision to make every month/quarter upon vest: Should you (1) sell your vested RSUs, or (2) keep them?
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Skipping directly to the answer: You should SELL them. Pretty much always.
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What are the tax implications of ISOs, NSOs, and RSUs?
Listen to Episode #648 of the Money Tree Investing Podcast with Kirk Chisholm to hear Josh demystify important concepts pertaining to ISOs, NSOs, RSUs, and common behavior traps that employees with equity compensation make.