SummitView Advisors

10/18/2021

Employee stock options can be a valuable part of a Stryker employee’s total compensation. However, stock options are more complicated than just owning company stock and they have unique tax treatment. This article will go over five key mistakes Stryker employees make with their options and steps you can take to avoid them:

Follow Certified Financial Planners in Grand Rapids and Kalamazoo and get investment management advice for business owners and vested employees.

10/11/2021

Let me help you make the most of your Stryker stock options and RSUs.

Join us for a free webinar on Tuesday, October 26, at 8:00 pm ET.

We will discuss:
-Understanding your Stryker company stock options and restricted stock units (RSUs).
-5 common mistakes Stryker employees make with their stock options.
-Managing your risk tied to company stock and the markets.
-Stock option exercise strategies.
-Designing a plan for your overall portfolio.
-Strategies to manage your tax bill.

Register Here!

Follow Certified Financial Planners in Grand Rapids and Kalamazoo and get investment management advice for business owners and vested employees.

10/04/2021

Given their flexibility and optionality, Roth IRAs can be an important investment vehicle for both those starting out in their career and those starting to think about retirement. See our recent post to understand if it may be a good option for you:

Follow Certified Financial Planners in Grand Rapids and Kalamazoo and get investment management advice for business owners and vested employees.

09/30/2021

Have you been trying to figure out what to do with your RSUs? This post gives an overview of Restricted Stock Units and some options for what to do with them:

Follow Certified Financial Planners in Grand Rapids and Kalamazoo and get investment management advice for business owners and vested employees.

09/27/2021

Do you own a lot of your company stock? This can be a great way to participate in your company's success, however, there could be a point where you own too much company stock. Here are our thoughts on what your next steps should be:

Follow Certified Financial Planners in Grand Rapids and Kalamazoo and get investment management advice for business owners and vested employees.

05/19/2020

Are you an independent contractor or self-employed? Here are some of the most common (and valuable) tax deductions you should be aware of as we approach the July 15th filing deadline.

05/12/2020

If you are one of the Michigan businesses impacted by COVID-19, have you explored all your relief options?

With the state of Michigan still under stay-at-home orders, many small businesses have been forced to adopt new practices in order to keep their emplo...