What You Should Know About Double-Trigger RSUs

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The Essentials to Early Exercise of Stock Options

The most exciting (and uncertain) time to be in a company is the beginning. With little in the way of pay and much in the way of work, companies have to get creative when it comes to compensating their employees. This is why those who join early with a startup often ...

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Is a long-short fund right for you?

As we enter the second half of 2020, many investors have turned to alternative assets to protect them from the economic downturn. No one likes to lose money, and Warren Buffet (Founder of Berkshire Hathaway) said, “The goal is simply to survive the disaster with the ...

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WRP named to the Financial Times 300 Top Registered Investment Advisers

WRP Wealth Management has been named to the seventh annual Financial Times 300 Top Registered Investment Advisers, which recognizes top independent RIA firms from across the United States. The FT 300 list is produced independently by Ignites Research, a division of ...

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Intrinsic vs. Time Value

Nothing gets in the way of a good decision like greed. There is nothing wrong with wanting stuff, and indeed our entire economy is built upon it. However, when greed grabs hold, we can often make bad decisions that can ultimately doom our long-term success. It’s very ...

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Five Ways to Take Advantage of an Economic Recovery

While COVID-19 is going to be here with us for some time, the economic recovery seems to be underway. Of course, there are no guarantees, and should deaths spike suddenly the bottom could be upcoming rather than in the rearview mirror. Whether we’re at the bottom or ...

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5 Steps to an Effective COVID Portfolio

We’ve all been impacted by COVID-19. We have learned a lot about the virus, ourselves, and our economy over the last couple of months, but there is still a lot that remains unknown. While we can be certain that as our society opens back up there will be an increase in ...

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CRTs: The Mr. Hyde of Charitable Trusts

In a previous blog post, we discussed how charitable lead trusts (CLTs) could be used to gain a large tax deduction, offset other capital gains, and fund philanthropic interests. However, that is just one side of the charitable trust world; charitable remainder trusts ...

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Using Charitable Trusts with Stock Options

The numbers don’t lie, Americans are very charitably inclined people.  The US has ranked at the top for charitable giving over every country for the last ten years in a row. So, it should come as no surprise that a number of our clients have participated or plan on ...

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5 Ways to Set Yourself Up for Success When the Stock Market Rebounds

What to do with your stock options when the market is in the preverbal toilet? Nobody likes stock market declines. From 401ks to 529s, a bear market is hazardous to one’s wealth. However, there are five things that you can do to set yourself up for success when the ...

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What You Should Know About Double-Trigger RSUs

In the nascent days of a startup, stock options are the norm. Early employees can expect access to Incentive Stock Options (ISOs), and Nonqualified Stock Options (NSOs), which are leveraged type options that can make someone very wealthy, very quickly. But as a company ...

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The Importance of 83b - Part III - ISO's

In Part I of “The Importance of 83b”, we did a survey of the 83b election, and discussed in what context the election made sense when it came to Restricted Stock Awards (RSAs). In Part II, we looked at examples of 83b elections for RSAs. In this third part, we’ll ...

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Liquidity For Start Up Employees - Secondary Market Sales

Liquidity for Start Up Employees – Secondary Market Sales In Part I if this discussion we looked at liquidity options that a company may provide for employees with illiquid stock.  Namely, tender offers and stock buybacks.  In Part II we’ll discuss one option that the ...

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