Wealth Management | Plancorp | Equity Compensation

The short answer: You might benefit from a 10b5-1 plan if a large portion of your wealth is tied to company stock, you are concerned about the appearance of insider trading, or insider trading rules make it difficult to place trades when you want to. Read more…

If you're earning equity compensation and your company’s stock price begins to nosedive, it's only natural to feel a bit panicked. After all, so much of your financial life is already tied to your employer. Read more…

If Restricted Stock Units (RSUs) are part of your compensation, stock price swings can feel personal—especially when they represent a meaningful portion of your long-term wealth. Read more…

You’ve worked hard to earn that bonus, those RSUs, or that commission check. These rewards often feel like the payoff for years of effort and strategic career moves. Read more…

It often starts quietly. Maybe you bought shares in a company you believed in. Maybe you were rewarded with stock options for years of hard work that compounded over time. Or maybe you simply held on as one investment outperformed everything else in your portfolio. Read more…

Exercising stock options can be one of the most exciting—and stressful—financial decisions you’ll make. Done right, it can unlock life-changing wealth. Done wrong, it can create tax surprises, liquidity crunches, and unnecessary risk. Read more…

When your company goes public, it can be a life-changing event. An initial public offering (IPO) often unlocks substantial wealth for employees who have accumulated equity compensation in the form of stock options or restricted stock units (RSUs). Suddenly, what began as a promise of ownership in a Read more…

Restricted Stock Units (RSUs) are a popular part of compensation packages for executives and high earners. They can be a powerful way to build wealth when you’re employed by a growing company, but many people don’t realize RSUs often come with hidden implications, like a potential tax bill much Read more…

High-earning employees who receive equity awards as part of their total compensation package have more to consider than their base salary when changing jobs. Read more…

When your company is doing well, holding stock can feel like a reward for your loyalty and hard work. Whether through stock options, RSUs, or employee stock purchase plans (ESPPs), owning shares of your employer’s stock can be an exciting opportunity to participate in the company's growth. Read more…