TACTICAL | Stock Options: Where Should You Invest in the Coming Year

Executive Decisions by SYM Financial Advisors

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and you’re seeing the results of your leadership. Just like you make sound financial decisions for your company, you want to use your stock options as wisely as possible.

In this episode, I discuss how your team at SYM can customize a plan for you. I share how your SYM advisor can help you get the most value from your stock options. I review what your SYM advisor can do to help you during the first and second quarters of the year and how they can help you look even further into the future. I let you know how your advisor can ensure you’re transacting in the most tax-efficient way, complying with holding requirements, and avoiding tax complications. I also remind you how easy it is to contact your SYM advisor.

“There's value to having a game plan and an SYM advisor is going to not only assist with the strategy, but also help with the big picture of holding requirements.” - Sarah Delahanty

This week on Executive Decisions:

• Stock season is here and what that means for executives who receive stock options
• How far ahead to look with your investments
• How your SYM advisor can help you get the most value from your stock options
• How your SYM advisor can help you with tax complications
• How to ensure you transact in the most tax-efficient way
• Reaching out to your SYM advisor

Our Favorite Quotes:

• “It's very valuable to look out over the horizon for the next 12 to 18 months and analyze the stock trajectory and set some targets to help capture the most value from these programs” - Sarah Delahanty
• “As an executive, you can expect from your SYM team to get a custom recommendation for how to exercise your stock options for the year, and a game plan to liquidate any restricted or performance shares that you might receive as a result of some of the programs that are coming.” - Sarah Delahanty

About SYM Financial and Executive Decisions Podcast

Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.

Email Sarah at [e-mail] with questions, comments, and to schedule a one-on-one conversation.

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