Know What You Own
Unravelling Equity Compensation: Part 1
As part of Equius’ ongoing dialogue addressing strategic solutions for individuals with complex financial situations, Equius presents part one of a two-part webinar series on equity compensation.
We discuss how to better evaluate and unravel the complexities of stock options, as well as other forms of employer equity compensation like Employee Stock Purchase Plans and restricted stock.We highlight some important constraints, including taxes, and suggest solutions that will help you gain perspective and facilitate better outcomes.
Equius Partners is a Registered Investment Advisor. Please consider the investment objectives, risks, and charges and expenses of any mutual fund and read the prospectus carefully before investing. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
Past performance is not a guarantee of future results. This information is provided for educational purposes only and should not be considered investment advice or a solicitation to buy or sell securities. There is no guarantee an investing strategy will be successful. Investing involves risks, including possible loss of principal. Diversification does not eliminate the risk of market loss.