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Equity 411 Blog

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Your Guides to Equity and IPOs.

Your benefits are more than perks—they're planning tools.
From ESPPs and open enrollment to deferred comp and health coverage, your benefits package plays a big role in your financial picture. We help you make the most of what your employer offers—coordinating benefits with your equity grants, cash flow needs, and long-term goals.

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Equity can be your greatest opportunity—or your biggest risk.
Whether you’re evaluating a new offer, preparing for an IPO, or figuring out what to do with vested shares, we help you make confident decisions about RSUs, ISOs, NQSOs, and more. Our content breaks down timing, tax implications, diversification, and smart ways to manage concentrated stock.

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Financial independence should fit your life—not the other way around.
Retirement means different things to different people—especially in tech. Whether you're aiming to retire early or want options down the line, we help you model income, manage equity-related cash flow, and plan around benefits like DCPs and Roth conversions.

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When equity meets income, taxes get complicated.
Equity grants, liquidity events, and variable income can lead to surprise tax bills. We help you plan ahead—whether that’s managing ISO AMT exposure, harvesting losses, or syncing with your CPA to coordinate multi-year strategies that minimize tax drag and align with your overall plan.

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Turning equity into cash shouldn’t mean losing control.
Liquidity events—like an IPO, tender offer, or secondary sale—can be both exciting and overwhelming. We help you think through the timing, tax impact, and emotional side of selling stock. Whether you’re planning for a windfall or wondering what to do after one, we offer practical guidance to turn complexity into clarity.
 
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Evan Schmidt Named Advisor to Watch by Advisor Hub

We are thrilled to share that Evan Schmidt has been named one of Advisor Hub’s “Advisors to Watch” for 2025 for the second consecutive year. It’s an honor that highlights the dedication, professionalism, and client-focused approach Schmidt brings to every relationship. Congratulations, Evan, on ...
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When Do My RSUs Vest?

Picture this: You’ve just landed a job at a tech startup. Along with a competitive salary, they’ve offered ...