Have you ever purchased an extra car, boat, or even vacation home? If you have, you may know that most experts recommend having an exit or selling strategy in place before making the purchase. As a top-level executive, you’ve likely experienced this on a corporate level too. For example, you might have allocated funds to…
Executives considering investing in exchange-traded funds will find that they can be effective asset allocation tools to spread risk across multiple assets, and even multiple asset classes. Here’s a closer look at the pros and cons of investing in exchange-traded funds.
When executives are faced with the challenge of planning out the legacy they would like to leave, it can be a daunting task. How do you ensure your loved ones are cared for, but still impact causes you believe in? In estate planning, there are many methods and strategies to choose from and utilize. Which…
One of the greatest benefits of working your way to becoming a C-suite-level employee is receiving equity compensation, whether it be in the form of qualified or non-qualified stock options, or restricted stock units. There is really no greater way for an employer to ensure that its top employees are vested in the future growth…
As an executive, you may find yourself making a choice between these two bonus types, especially when joining a new company. That is why it’s important to understand the pros and cons of a cash bonus vs. stock bonus, and how each might best fit your financial situation.
Let’s take a look at the donor-advised fund vs. private foundation by considering the benefits and drawbacks of each, with the goal of guiding you in choosing a method that best suits you and your charitable giving endeavors.
Insider trading has been a hot topic in the last few years, due in part to unethical behavior by top-level executives and traders alike, along with the added exposure from social media and other news outlets. While insider trading is not a new concept, it is one that can be avoided if the parties involved…
As a financial advisor, I help executives establish a charitable giving plan that aligns with their financial portfolio. Part of that process includes exploring the key considerations you should make when setting up a private foundation, as well as exploring alternatives to private foundations that still allow you to achieve your charitable gifting goals.
My goal today is to show you the benefits of each charitable donation strategy as well as open your mind to the possibility of starting your own private fund regardless of your income level.
Due to ever-shifting rules and regulations set forth by the IRS, it is important to understand how non-qualified stock options tax treatment works today, as well as to seek the guidance of an experienced executive financial advisor who can keep you abreast of equity compensation taxation changes in the future.