As you plan to cash out your startup shares outside of a traditional liquidity event (IPO, acquisition, merger), consider the potential value, costs, and tax considerations you'll need to keep in mind as you go through this process.
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For those beginning the process of executing on a secondary sale of your shares, we've outlined several specific vendors and types of sales in this article, with the relevant fees and restrictions for each.
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76% of startup employees never exercise or sell the pre-IPO stock options they have earned. Harness Wealth's Promissory Note Program allows employees to exercise without putting up any cash upfront.
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Sudden drops in market performance can be alarming. What does this mean for your financial planning? And how can a Financial Advisor help?
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In The Advisor Corner this month, MRA Associates explores what to consider when thinking about a Gifting Strategy. MRA Associates is a Financial Advisory Firm on the Harness Wealth platform.
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Finding the right advisors for you consists of both finding ones with the right skillsets for your unique needs as well as the right levels of service. There is no substitute for speaking directly to an advisor before making a final decision. Here are some guidelines to consider when evaluating an advisory firm.
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From historic stock market losses resulting in the worst December since the Great Depression, to the Dow logging its biggest single session point gain later that month, it’s not surprising that investors are nervous about what 2019 will bring for the financial markets. We explore what you should be thinking about in 2019 for your investment strategy and overall financial plan.
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