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.
From Smart to Wise – Prasad Kaipa, CEO Coach and Advisor
About Prasad Kaipa Prasad has been an advisor and coach focusing on innovation and leadership since 1990 for about 120 C-level executives in Global Fortune 500 companies. Prasad’s unique competence is in helping his clients find their next significant step and take it. He found that unless he helps clients to examine their signature…
Wealth Management | Guy Lampard
About Guy Lampard Guy Lampard is a Partner at Aperio Group. Guy is a former Partner at Montgomery Securities and Senior Managing Director at Bank of America Securities—where he worked for 15 years. During his career at Montgomery and Banc of America, his responsibilities included Director of the International Department, Deputy Head of Institutional…
Insurance Factors – Dennis Wolfe, Healthcare Specialist
About Dennis Wolfe Dennis began his insurance career in 1976 and quickly gravitated to the rapidly developing small group benefits market. Almost immediately he wrote the benefit plan for a large interstate restaurant chain. from there he wrote the benefits for a Fortune 500 company. That followed with a total revamping of a major…
Disruptive Startups | Dr. John Garnier
About Dr. John Garnier John is an expert in Business Development, Corporate Division, Small Business Startups and is an International Expert in Silicon Carbide. Additionally he holds a PhD in Materials Science from Marquette University. He is the author of two books through the Nuclear Regulatory Commission, technical papers (40+), patents 11+, and more…