Reddit IPO'd. Now what ?
John is the Outsourced Chief Investment Officer (OCIO) at Secfi. An expert in portfolio construction and investments, he helps individuals maximize returns and control risks unique to their situation.
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John is the Outsourced Chief Investment Officer (OCIO) at Secfi. An expert in portfolio construction and investments, he helps individuals maximize returns and control risks unique to their situation.
Financial advice for the tech world
Get personalized financial advice and investment management that starts with your equity and continues with your financial goals.
Learn more about Secfi WealthUnless you've been living under a rock, you know that Reddit recently went public. As an insider, you're subject to a lockup until after the Q2 earnings are released. But that doesn't mean you should wait until then to make a plan.
Making informed decisions now can minimize your tax liability, help you retain more value, and minimize the stress associated with potentially selling and diversifying .
The goal is to create flexibility, with a plan that is tailored to your goals and financial wellbeing. In this session, you'll get an overview of what you can do now to prepare, how to approach those decisions, and the ability to ask our experts any questions.
In this session you’ll learn:
1. How to approach exercising your stock options
2. How to prioritize which shares to sell to minimize taxes and balance risk with potential reward
3. How to think about being a good steward of your wealth going forward