Author:Laurence Schiffman

Traverse Planning’s 2021 Market Recap

[video width="1280" height="720" mp4="https://traverseplanning.com/wp-content/uploads/2021-Market-Recap.mp4"][/video]   Clear Creek Financial Management, LLC dba Traverse Planning is a Registered Investment Adviser. This content is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a service agreement is in place....

Equity Compensation 101: The 7 Different Types of Equity Awards

Estimated Time to Read:  7-10 minutes If you don’t understand all the details of your equity compensation plan, you’re not alone. It’s a complicated topic. However, a thorough understanding can help you get the most out of your equity awards—and possibly reduce the sting of taxes along the way! Before strategizing, you need to understand the equity awards you currently hold or expect to receive. Let’s take a look at the seven types of equity awards your employer may grant and how they work.   Share-Based Awards These first three award types may be worth something at vesting (so long as the company still exists),...