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Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders
October 8, 2025

What Are Performance Share Units (PSUs)? A Complete Guide for Executives and Tech Leaders

Quick summary
  • PSUs only pay if performance goals are met over a multi-year period (typically 3 years).
  • Payouts scale with results (commonly 0% to 200% of target) based on metrics like EPS...
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Celebratory illustration titled Pattern IPO
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...

Illustration of CoreWeave IPO stock chart, RSU tax forms, and a checklist for equity compensation planning. Color scheme matches the logo - modern, positive, celebratory vibe.
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...

Digital illustration showing IPO stock chart, RSU tax documents, and equity compensation planning checklist
July 23, 2025

Figma IPO: How to Prepare for the Biggest Financial Event of Your Career

If you work at Figma and hold equity, the upcoming IPO isn’t just company news; it’s a...

Illustration of Chime IPO stock chart, RSU tax forms, and a checklist for equity compensation planning
July 17, 2025

Chime Equity Compensation: What to Do Now That CHYM Is Public

🚀 Chime Just Made Its Nasdaq Debut – What That Means for You

On June 12, 2025, Chime hit...

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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