Are You Maximizing Your Employee Stock Compensation? Fundamentals of Investing

Left Brain Thinking

0:00 Intro 1:04 Importance of Optimizing Your Stock Compensation 1:52 Topic 1: Employee Stock Purchase Plans (ESPPs) 7:35 Topic 2: Restricted Stock Units (RSUs) 11:06 Topic 3: Stock Options

Does your benefits plan at work include equity (stock) compensation? If so, there are a lot of nuances and techniques about how best to take advantage of these plans, which can have a large impact on your ability to grow your family's wealth.

There are three main forms of employee stock compensation:

(1) Employee Stock Purchase Plans (ESPPs) |(2) Restricted Stock Units (RSUs) (3) Stock Options

Each carries its own intricacies and your HR department is unlikely to be able to give you advice on how best to manage these benefits.

In the latest Fundamentals of Investing series, CEO Noland Langford gives you a crash course on how these benefit plans work and some of the techniques he has used for clients over the years. Helping clients manage these crucial investment decisions has been a specialty of Left Brain since the firm's founding in 2014.

We want to stress that going it alone in managing your stock compensation package could cost you a significant amount of money in the long run, both in taxes and in investment losses.

If you are looking for guidance, we would urge you to contact Brian Dress using the information below to set up an initial consultation.

Get on Brian's calendar directly to discuss a plan for Building, Growing, and Preserving Your Wealth as you make the most of your employee benefit package.

You can call Brian Dress at [phone] or email at [e-mail] To check out our website, head over to https://leftbrainwm.com/

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