Five Minute Finance with LVM

Taking Stock of Employee Stock Options

September 24, 2021 LVM Capital Management Season 1 Episode 9
Taking Stock of Employee Stock Options
Five Minute Finance with LVM
More Info
Five Minute Finance with LVM
Taking Stock of Employee Stock Options
Sep 24, 2021 Season 1 Episode 9
LVM Capital Management

Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies to their employees. Rather than giving shares today these shares typically vest over time, incentivizing an employee to stay with the company. This type of compensation has unique tax considerations and can also bring in additional risk to financial planning. Tyler and Jordan discuss some different ways to think about this concentration risk. 

Show Notes

Tyler and Jordan discuss employee stock options and restricted stock units. These are types of equity compensation granted by companies to their employees. Rather than giving shares today these shares typically vest over time, incentivizing an employee to stay with the company. This type of compensation has unique tax considerations and can also bring in additional risk to financial planning. Tyler and Jordan discuss some different ways to think about this concentration risk.