When Is the Best Time to Exercise Those Stock Options?


We hear about stock options all the time in the news. It seems like anytime a big company is involved in some sort of financial transaction the term “stock options” is thrown around at some point. First off, stock options are an option given to a person, usually an employee, to purchase stock in a company at a fixed or discounted rate.

So perhaps you have been given some stock options and now you’re starting to wonder when you should exercise those options. Before you choose to move forward there are several things to consider.

  • Your company’s plan
  • Your company’s growth
  • Your current financial needs
  • Keeping your portfolio balanced
  • Current market conditions
  • The tax implications

Each of these factors is important and you should weigh each of them when you are considering exercising your stock options. If you would like to learn more about each of these important factors in regards to stock options and when might be the best time for you to exercise them, then click here.

You can also contact us at 1-877-CPA-2006 or click here to contact us online. We can help walk you through all the different aspects of stock options and give you a better idea of when the best time to make the investment might be for your particular situation.

Posted in ,

Australian Sports and Best Practices: Insights from Ian Robilliard

Transcript: Alan Olsen Welcome to American Dreams My guest today is Ian Robilliard. Ian, welcome to today’s show.   Ian Robilliard Thanks very much Alan. Really lovely to be here.   Alan Olsen Well, it is certainly a pleasure to to have you here. I know you’re you’re recording from Australia, the Land Down Under…

The Tech Entrepreneur – Cory Warfield

Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams. My guest today is Corey Warfield. Corey, welcome to today’s show. Cory Warfield Thanks so much for having me, Alan, and thanks for everyone for tuning in. Alan Olsen So I’m excited about this, you have a lot of really good insight to…

Raising Children (and Grandchildren) in a Digital Age

Raising Healthy Children (and Grandchildren) in a Digital Age

Balancing Screen Time and Family Time. Written by Nathan Weller. The digital age has brought about significant shifts in society, perhaps the most important is how children are raised; especially how young people interact with technology. With the prevalence of smartphones, tablets, televisions, and computers, screens have become a ubiquitous part of our lives. Children…

Revolutionizing Athlete Development, Shona Eichorn CEO of NIAS

Transcript: Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams we have today Shona Eichorn. She is the CEO of the Northern inland Academy of Sports. Shona, welcome to today’s show. Shona Eichorn Thank you very much for having me. I’ve very privileged to be with you all. Alan Olsen So Shona,…