What are 10b5-1 Plans and Should I Use One?

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.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

8 Tips to Build an Effective 10b5-1 Plan

10b5-1 plans are great tools for people in upper management and we’ve put together our favorite tips so you can build the best 10b5-1 plan for you.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

What to Do With Underwater ISOs and NSOs

Having underwater ISOs and NSOs is the last thing that you expected to happen when you first received them. This article breaks down 5 things you’re able to do with employee options that are currently underwater.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

Why Doesn’t Amazon Offer an ESPP?

Amazon is one of the world’s largest companies yet it doesn’t offer an ESPP. In this article we dive into why this may be.

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