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Executive Compensation

Beyond Bytes: How is Tailoring Financial Plans For Tech Professionals Different?

By: Alex Doyle, Wealth Manager, CFP® When it comes to financial planning, tech industry professionals face distinct considerations that set them apart. To better understand this, let’s look at the aspects that distinguish financial planning for individuals in the technology sector apart from other industries. Equity Compensation: A Significant Factor

Jamie Lima August 15, 2023

Spooky! Phantom Stock for Company Execs: What is it?

As a high-level executive, your company recognizes your valuable contribution to progress and growth. In response, your compensation package looks a little different – and often more complicated – than lower-level employees. Equity compensation, such as stock options, is a common offering for executives, directors and managers. But the type

Jamie Lima March 15, 2021

Executive Compensation

Beyond Bytes: How is Tailoring Financial Plans For Tech Professionals Different?

Spooky! Phantom Stock for Company Execs: What is it?

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