Bruce R. Barton, CFP® CFA June 1, 2021 Financial Planning Post-IPO Financial Planning—Exploring What’s Possible Bruce R. Barton, CFP® CFA June 1, 2021 Financial Planning How scenario analysis and Monte Carlo simulation techniques can help you explore your post-IPO financial situation as well as what’s possible.
Bruce R. Barton, CFP® CFA October 26, 2020 Investment Management IPO and Direct Listing Considerations—Part II: Deciding How Much to Sell Bruce R. Barton, CFP® CFA October 26, 2020 Investment Management When it comes to liquidity events, you face some important questions on selling your shares. Read this article to help decide what’s right for you.
Bruce R. Barton, CFP® CFA October 19, 2020 Tax Planning IPO and Direct Listing Considerations—Part I: Tax Consequences Bruce R. Barton, CFP® CFA October 19, 2020 Tax Planning When you have multiple types of equity compensation (e.g., ISOs, NSOs, and RSUs), the tax impacts can get tangled. Read this article to help sort them out.
