Timing & life events
Annual moves that reduce equity tax, and how to respond when the price drops after vesting.
Year-end tax planning with stock compensation
The moves that must happen before 31 December.
Stock comp checklist before 31 December
A short, ordered list to work through each December.
What to do if the stock price drops after vesting
You were taxed at the high; the shares are now worth less. Your options.
Navigating volatility with RSUs and options
Rules set in advance beat decisions made in a drawdown.