Tiffany Lam-Balfour is an investing writer and spokesperson at NerdWallet. Previously, she was a senior financial advisor and sales manager at Merrill Lynch and spent nearly a decade in investment banking and investment management prior to that. Her work has been featured in MSN, MarketWatch, Entrepreneur, Nasdaq and Yahoo Finance. She's appeared on Fox Los Angeles and NBC Richmond and been quoted by USA Today, NPR and Forbes. Tiffany earned a finance and management degree from The Wharton School of the University of Pennsylvania. Email: [email protected].
As the world navigates the global pandemic, there are many factors impacting the economy, from stimulus measures to supply chain disruptions. Now, one of the biggest concerns is the rise…
If your employer grants you nonqualified stock options, you’re receiving a form of equity compensation similar to incentive stock options, or ISOs. However, unlike with ISOs, you may be taxed…
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It’s always great to have options. But when it comes to your employee stock options, weighing so many variables can make it challenging to pinpoint the most opportune time to…
You’re an important asset for your company. As such, your employer may offer to share ownership with you by way of incentive stock options. But before you can benefit from…
When it comes to compensation, the more you make, the more you pay — in taxes, that is. So if your employer provides you with the option of deferred compensation,…
There are many forms of equity- or stock-based benefits that an employee can receive as part of their compensation package. One that’s common is restricted stock units. RSUs, along with…
As a parent or guardian, planning for your child’s needs is top of mind. Lots of times, this leads to a conversation about saving for college, but focusing solely on…
With this year’s strong stock and property markets, figuring out how to minimize capital gains tax may be top of mind for investors. Qualified opportunity funds can provide tax advantages,…
Small businesses are the heart of the American economy, generating 44% of U.S. economic activity and two-thirds of net new jobs, according to the U.S. Small Business Administration. Though many…
