September 30, 2025 Inside the Gemini IPO: How Initial Public Offerings Work and What Investors Should Know On a warm Friday morning, September 12th, 2025, in New York, the name GEMI appeared on the...
September 29, 2025 Stock Option Exercise Strategies: Maximize Wealth and Minimize Taxes Employee stock options are among the most powerful wealth-building tools available to...
September 24, 2025 What a 409A Valuation Means for Your Stock Options Equity compensation is one of the most powerful wealth-building tools for employees at...
September 23, 2025 Pattern IPO: What Employees Need to Know About Their Equity Compensation (Updated Post-IPO) Pattern Group (NASDAQ: PTRN) is now a public company. On September 19, 2025, Pattern made...
September 19, 2025 StubHub IPO Guide: What Employees Must Know About RSUs, Stock Options, and Taxes The StubHub IPO has officially arrived, marking a significant milestone for the online...
September 12, 2025 Stock Appreciation Rights (SARs): The Equity Grant Every Professional Should Understand Equity compensation comes in many flavors. Everyone has heard of stock options and RSUs, but...
September 8, 2025 10b5-1 Plans Explained: How Executives Sell Stock Legally and Build Wealth For executives, directors, and employees with meaningful company stock positions, few things...
August 22, 2025 Elon Musk's Tesla Equity Award: Hybrid Compensation and Tax Strategy In mid-2025, Tesla granted CEO Elon Musk a staggering 96 million shares tied to an effective...
August 5, 2025 Klarna Equity Compensation: What to Know Before the IPO Klarna, the Swedish fintech powerhouse known for reinventing "buy now, pay later," has been in...
August 2, 2025 CoreWeave IPO: Your Equity, Taxes, and What to Do Next CoreWeave, the AI-hyperscaler, went public on March 28, 2025, pricing its IPO at $40 per share...
July 31, 2025 ISOs Explained: Qualified vs. Disqualifying Sales, with Real Numbers Incentive Stock Options (ISOs) can be one of the most powerful wealth-building tools in the...
July 29, 2025 How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...
