Econ 101

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Stock Options – Everything you need to know!

Stock options can be a highly lucrative form of compensation, but they come with some risk and complexity. Check out our Stock Compensation Brief that breaks it all down for you. After reading this Brief, you will be able to answer the following questions:

How do stock options works?

How can I minimize taxes when exercising my stock options?

What are the important planning considerations  for stock options?

What are the key differences between a non-qualified stock option (NQSO) and an incentive stock option (ISO)?

What are the important dates I need to know when exercising and selling my stock options?


Enjoy the quick read and please read out to us with any questions!

Picture of Mark Haser, M.B.A., CFP®
Mark Haser, M.B.A., CFP®
Mark is a Partner and Wealth Advisor with Artemis Financial Advisors LLC. He has an MBA from Boston College’s Carroll School of Management and is a Certified Financial Planner (CFP®) professional. Mark helps physicians and high-income families to optimize their cash flow, minimize taxes, and build a plan for long-term financial success.

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