Summit Fever: When Stocks Feel Like Mountains

Summit Fever describes a phenomenon where a mountain-climber approaches the summit of a climb they become more likely to take outsized risks. It’s not a hard task to draw parallels between this behavior and investors with concentrated stock positions.

Wealth ManagementDann Ryan, CFP®August 2, 2022Dann Ryan, Equity Compensation, stock options, company stock, mountains

How to Approach Selling Stock Compensation in Your Public Company

The effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual’s own company.

Financial Planning, Editor's Picks, Wealth ManagementDann Ryan, CFP®November 17, 2020Sincerus Advisorystock options, company stock, Equity Compensation, selling, bias, Dann Ryan, New York City fee only certified financial planner (CFP), NYC fee only CFP

ISOs, AMT and the MTC, Understanding What They All Really Mean

If you’re an individual with ISOs (Incentive Stock Options), you quickly learn that AMT (Alternative Minimum Tax) can become a very real consideration around exercising those options.