Senior Executives
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything. In the business world, many professionals have their first encounter with the stock market through company stock [...]
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Tips for Early Success in Your New Job
Undoubtedly, the experience of the first month in a new job is often nerve-wracking. There is so much happening around a new hire, and there are abbreviations to [...]
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What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
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Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
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Section 1202: How to Optimize Your Outcome with Closely Held Stock
Section 1202: Opportunity to Win Big Driver Talent Pro Crack Most investors have been unaware of the details in Section 1202 of the Internal Revenue Code (IRC), [...]
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Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
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Job Change? 8 Employment Trends to Know Before You Change Jobs in 2022
The past two years have brought interesting changes to the job market. First, we had employees quitting their jobs in alarming numbers. To be exact, 18% of [...]
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7 Tips to Negotiate Your Best Salary & Benefits Package
Here at Infinium, we look beyond the day-t0-day portfolio management to help you optimize your outcomes. Job change is seemingly a constant for those still [...]
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Recent posts
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Surprise, Surprise: Stocks, Bonds and Gold Rise
April 10, 2023 -
The Three Types of Stock Option Vesting Schedules
March 29, 2023 -
Tips for Early Success in Your New Job
March 29, 2023 -
What Should I Do with My 401(k) When I Change Jobs?
March 26, 2023 -
Stock Options & Your Employment Contract
March 21, 2023 -
Some Green on the Screen
March 11, 2023
