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Stock Options

Concentrated Stock Position Series, Part 3: Employee Stock Purchase Plans (ESPPs)

January 29, 2019

Written by Marcus Dusenbury, Financial Advisor So, your employer offers an Employee Stock Purchase Plan . . . now what? Employee Stock Purchase Plans (ESPPs) have continued to gain prominence over the past 20 years.  As with many stock incentive programs, they first gained popularity in the tech and biotech sectors, but can now be found…

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Concentrated Stock Positions Series, Part 2: Restricted Stock Units (RSUs)

December 3, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got restricted stock from your employer . . . now what? Restricted Stock Units (RSUs) have become an increasingly popular corporate benefit over the past decade.  Companies recognize that their stock can effectively attract and retain talented employees.  As part of a compensation package, therefore, your…

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Concentrated Stock Position Series, Part 1: Employee Stock Option Plans (ESO Plans)

November 26, 2018
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Written by Marcus Dusenbury, Financial Advisor So you just got stock options from your employer . . . now what? Employee stock option plans (ESO plans) have been around for a few decades now.  They are an employee benefit plan through which companies offer employees “options” to buy shares of the employer stock at a…

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