Stock Incentive Strategies

Pathview Wealth Advisors has CPAs and CFPs to create a strategy for any type of stock incentive, including: 

  • Incentive stock options
  • Non-qualified stock options
  • Restricted stock units
  • Employee stock purchase plans
Lessons from the GME Mania

Articles Related to Stock Options:

Smart Choices for your Employee Benefits
Smart Choices for your Employee Benefits

Open enrollment for employee benefits is happening right now at most companies. Before tossing aside the large package of materials, take the time to understand and choose your employee benefits wisely. Many employers offer nice benefits that can save money and help...

Employer Plans: Avoiding Costly Mistakes
Employer Plans: Avoiding Costly Mistakes

Most workers have a significant portion of their assets in their employer plans. It is great to see so many people saving from every paycheck for their future, but there could be some costly mistakes that could derail your worry-free retirement. Here’s what to watch...

KNOW THE RULES TO COMPLEX INVESTING

Pathview Wealth Advisors can explain the rules and develop a plan for you to smartly exercise your options. Contact us today to schedule a free introductory meeting to learn how we can help.

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