- 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
- “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
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