Bruce R. Barton, CFP® CFA December 1, 2024 Investment Management The Wealth Building Power of RSUs (It’s not what you think.) Bruce R. Barton, CFP® CFA December 1, 2024 Investment Management RSUs are important to understand, but if that’s where your primary wealth-building focus has been, it’s time to level up. Read on to learn how.
Bruce R. Barton, CFP® CFA November 1, 2021 Equity Compensation What Should I Sell First: My ISOs, NSOs, or RSUs? Bruce R. Barton, CFP® CFA November 1, 2021 Equity Compensation Deciding which equity compensation to sell first requires a lot of analysis, paired with a clear understanding of what you’re trying to accomplish.