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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Articles
Category: Executive Compensation
Employee Stock Purchase Plans: What to Know and How They Fit Into Your Financial Plan
Executive Compensation
|
General
May 6, 2026
Alex Greer
Employee Stock Purchase Plans (ESPP) are a common workplace benefit that allows employees to purchase company stock. When utilized...
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Get the Most “Bang” for your Equity Compensation “Buck”
Executive Compensation
|
General
June 29, 2023
Davis Byrd
In the aftermath of the COVID-19 pandemic, U.S. employers found themselves fiercely competing to hire and retain talent in their...
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Understanding Stock Compensation Plans | Part 2: Stock Options
Employment
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Executive Compensation
|
General
September 23, 2020
John Zachary
This article is Part II of a series on stock compensation plans. Stock options plans, per the name, give you the “option” to...
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Understanding Stock Compensation Plans | Part I: Restricted Stock Units
Employment
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Executive Compensation
|
General
September 9, 2020
John Zachary
If you look back 20-30 years, it was common for companies to offer employees access to company stock through company retirement plans,...
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