Insights

business-partnership-acquisition
SPAC vs. IPO: What's the Difference?

Your company is going public. Whether that happens via a SPAC or the traditional IPO process, you have several important decisions to make in the near future. There are some key differences between the two processes, however, that can affect how you manage your stock ...

Read more
What You Should Know About the IPO Lockup Period

If you have pre-IPO shares of your company’s stock, you may be wondering when you’ll be able to cash in. Here are the basics you should know about the IPO lockup period and the importance of planning ahead for share sales. What is an IPO lockup period? A lockup period ...

Read more
Is It Time to Review Your 401K?

To stay on track to meet your retirement goals, it’s important to make a regular habit of reviewing your 401(k) portfolio. This helps ensure that you’re putting enough aside and that you have the best mix of investments to meet your financial objectives. If you haven’t ...

Read more
5 Tips for Early Exercise of Stock Options

Many companies that offer stock options as part of their compensation packages allow employees to exercise those options before they vest. This practice is known as early exercise, and many employees in pre-IPO companies have successfully used it to avoid hefty tax ...

Read more
financial-planning
3 Reasons You Need a Wealth Management Plan After Your Company’s IPO

Congratulations, your company has finally gone public! At this essential turning point in your financial journey, it’s important to reassess your financial goals and priorities through the lens of your new circumstances. Seeking advice from experienced and trusted ...

Read more
hundred-dollar-bills
Active Tax Loss Harvesting: The Great Reappearing Alpha

Alpha is elusive. Some advisors claim they’ve achieved it, only to have it slip through their fingers. Many of the most prestigious investment firms have spent billions developing algorithms trying to track it down. When alpha appears, it comes down to fractions of a ...

Read more
stock-graph
How Does an Employee Stock Purchase Plan Work?

If your company offers an employee stock purchase plan (ESPP), it could provide a path to future wealth. Like any investment, however, participating in an ESPP carries risk. Before signing up, you should understand how an ESPP works, the specific provisions of the plan ...

Read more
person-holding-wrapped-gift-box
What Is a Grantor Retained Annuity Trust (GRAT)?

A grantor retained annuity trust (GRAT) can allow you to avoid large amounts of gift or estate tax while transferring high-value investments to the next generation.   Changing Estate Tax Law While most families don’t have to worry about estate taxes, they can put a ...

Read more
hundred-dollar-bills
The Basics of Converting ISOs to NSOs

We have previously explained the benefits of ISOs and how they differ from NSOs, but there is still an important difference to discuss. When ISOs are exercised and held for one year (two years from the grant date), the gain receives capital gain treatment, while NSO ...

Read more
stock-market
How Is Coronavirus Affecting Upcoming IPOs?

The sudden onset of a global pandemic has shaken up economies around the world. When COVID-19 tightened its grip in February and March, markets plunged deeply, dashing—or at least delaying—the hopes of many investors who had anticipated public offerings this year. What ...

Read more
conference-room-table-chairs
What Is a SPAC?

Often referred to as “blank check companies,” special purpose acquisition companies (SPACs) have been around for decades. Typically created by investors with specific expertise in a particular industry or market sector, a SPAC is a company whose sole purpose is to ...

Read more
business-man-looking-at-buildings
What the Hell Is Going On with the Stock Market?

COVID-19 hit the stock market hard. A little over six months ago, WRP held a webinar for all our clients to discuss the state of the market. It was bleak indeed. COVID-19 was raging all over the world, and many places had commenced shutting down. It got worse. On March ...

Read more
1 2 3