If you work at a private or public company, chances are your compensation package includes more than just a paycheck. Many companies — especially in tech and high-growth industries — also grant equity compensation. It’s a way to make you an owner in the business, sharing in its success if the company grows. But here’s... The post The Basics of Equity Compensation: Making Sense of Your Stock appeared first on Nasdaq Private Market.| Nasdaq Private Market
If you’ve been granted Restricted Stock Units (RSUs), think of them as a kind of corporate IOU. Your company is saying: “If you stick around and meet certain conditions, we’ll give you stock.” RSUs are one of the most common forms of equity compensation in private and public companies alike, and they can be a... The post RSUs = Corporate IOUs appeared first on Nasdaq Private Market.| Nasdaq Private Market
If you’ve been granted stock options by your company, congratulations – you’ve got options, literally. Stock options can be a powerful tool for building wealth, but they also come with rules, tax implications, and decisions that can feel overwhelming. Two of the most common types you’ll encounter are Incentive Stock Options (ISOs) and Non-Qualified Stock... The post You’ve Got Options: What to Know About ISOs and NSOs appeared first on Nasdaq Private Market.| Nasdaq Private Market
Learn how Restricted Stock Awards (RSAs) work, how they’re taxed, and when filing an 83(b) election can reduce future taxes on your equity.| Nasdaq Private Market
There’s a new-ish investment strategy out there (new-ish to retail investors, at least), direct indexing, that’s gaining popularity among high-income earners. It seems to be on the radar of many people, as we’ve had numerous conversations with prospects and clients on this topic lately. Direct indexing, in a nutshell, is a pretty straightforward process: create... The post Why You Should Probably Avoid Direct Indexing at All Costs appeared first on Bull Oak.| Bull Oak