Tag: financial planning Boulder CO
How Are RSUs and ESPPs Taxed in Equity Compensation?
If part of your compensation includes employee equity compensation, RSUs and ESPPs may represent a meaningful share of your income and long-term wealth. At the...
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What Are Performance Shares in Executive Compensation?
If you’ve ever been offered performance shares as part of a bonus or promotion, it can feel a bit abstract. One way to think about...
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Mortgage Rates and GSEs
Mortgage rates and refinancing have attracted attention from the Peak Investment Committee recently. This is in light of the announcement that government-backed mortgage finance companies...
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Stock Options versus RSUs: What’s the Difference?
If you’re earning more than $200,000 a year and a meaningful portion of your compensation comes through equity, understanding the difference between stock options and...
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ISOs and NSOs: How Stock Options Impact Your Wealth
Equity compensation continues to play a growing role in how companies attract and retain talent, particularly in technology, biotech, and high-growth industries. While Restricted Stock...
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ESPPs Demystified: Practical Tips for Building Smarter Wealth
Employee Stock Purchase Plans (ESPPs) are often described as one of the most employee-friendly benefits available, yet they are frequently misunderstood, underutilized, or managed without...
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Just Getting Started
With the New Year underway, I have a few milestones on my mind. This January will mark my six-year anniversary at Peak. And my wife...
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Financial Intelligence Newsletter for Q4 2025
In this publication of Financial Intelligence, I introduce Javier Gomez, another recent addition to Peak and its now robust (and expanding) financial planning team. Speaking...
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What Happens to Your Equity in a Merger or Acquisition
When your company announces a merger or acquisition, it often sparks excitement and uncertainty. One of the most common questions we hear is: “What happens...
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Understanding Equity Compensation: A Financial Planner’s Guide to RSUs, Stock Options, ESPP, and Performance Awards
In today’s competitive job market, equity compensation has become an increasingly common – and often significant – part of an employee’s total rewards package. From...
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