Newsletter
There’s only 3 ways to approach your company stock:
Sell none of it
Sell some of it
Sell all of it
But there can be variations - particularly if you are looking to sell some.
Let’s run through 9 of the most common ways to manage your company stock, and we’ll include an example for each one.
For simplicity’s sake, let’s say you hold 10,000 shares of XYZ company, and XYZ company currently trades at $50 / share.
Which means you currently have $500,000 worth of XYZ stock.
Read Time: 4 minutes
Welcome to the 37th edition of the Tech Financial Planning (TFP) newsletter
If you have a big bunch of company stock, figuring out what to do with it can be paralyzing
While the textbook answer is to sell most (all) and diversify, that is easier said than done.
In this newsletter, we’ll break down a case study of how we are using covered calls to diversify a client’s holdings while generating thousands of dollars in income
Read Time: 5 minutes
Welcome to the 27th edition of the Tech Financial Planning (TFP) newsletter.
If you have a big bunch of stock in one company, one of the hardest decisions is to deciding when to sell.
For tech professionals with larger, concentrated positions, covered calls can be a great strategy to generate some extra cash, while limiting some downside.
In this newsletter, we’ll break down what covered calls are, why you would use them, go through a rough framework, and run through an example.
