Navigating volatility with RSUs and stock options
Volatility is why equity is valuable and why it is dangerous. Rules beat instincts.
Pre-commit
Decide sell percentages and exercise sizes in advance and automate them. A written rule prevents a good outcome from being deferred into a bad one.
Keep tax cash separate
Move the estimated tax on every vest into a separate account immediately. Tax owed on a vest does not fall when the share price does.
Size, do not time
Nobody times a single stock reliably. Control concentration instead: a fixed share of net worth in employer stock, rebalanced on a schedule.
Educational content, not tax advice. Your outcome depends on your grant documents, income and state. Equity Tax Engine models your actual position — join the waitlist.