Stock Options
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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Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find [...]
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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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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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When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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10b5-1 Proposed Rule Changes: What You Need to Know
Numerous factors influence a company’s success or failure. However, none is as essential as leadership. That’s why a critical battle for organizations [...]
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A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen [...]
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7 Action Items for a Successful Job Change
Can life get anymore busy and hetic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
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Checklist Before Exercising a Stock Option
Receiving stock options in an employment contract is only the first step of a long and rewarding process. The first stock grant is exciting, but soon, that shine [...]
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Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
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