Owning a lot of one single stock is often said to be a big no-no. This article will help you break down how much single company stock is too much for you rather than simply giving a rule of thumb.

Determining when to exercise ISOs is a difficult task. This article will provide you some tips and guidelines so you exercise at a time that’s best for you.

You may have heard horror stories of ISO holders being surprised by AMT at tax time. This article breaks down the main strategies for how to avoid paying AMT on your ISOs.

Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.

If your company is about to IPO or just IPO-ed, you likely have some equity. To make the most of the equity you’ve received, read these 6 things you should do following the IPO.

Incentive stock options (ISOs) are an amazing tool to grow your wealth if used properly. This article teaches you the basics and provides examples to solidify the fundamentals of ISOs.

Exchange funds when used properly can save investors hundreds of thousands of dollars. In this article we talk about when to use exchange funds and when not to.

ISOs can, and often convert to NSOs without employees realizing why. This article breaks down when ISOs convert to NSOs and provides examples so you can know ahead of time.

ISOs and NSOs are common forms of equity compensation. They have a lot of similarities and a lot of differences. This article compares the two so you have a better idea of how to manage your ISOs, NSOs, or both.

Properly using appreciated stock can have an impact on your retirement plan/FIRE plan, your charitable plans, and your plans to gift to others.

10b5-1 plans protect you from insider trading allegations as you sell company equity. While 10b5-1 plans can be intricate, this article helps give you an intro and gives an example of a basic 10b5-1 plan.

Before you leave a job that’s given you ISOs, there’s some action that you need to take to ensure you’re making the most of the ISOs you’ve been granted.

What happens to ISOs if you’re laid off? We hope you aren’t currently wondering this, but if you are, this article breaks down exactly what will happen to your ISOs if you get laid off.

The purpose of this article is to provide you with five different methods to finance the exercise of your options and to discuss some of the pros and cons of each.

ISOs give owners an opportunity to generate wealth, but there are times you’ll want to think twice before exercising.