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LIBRARY

Take a look at our extensive collection of articles and content designed to help
you understand
the different concepts within trading, investing, retirement planning, and more.


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STOCK PLANS

Learn about how stock plans work and how they may be a key part of a strategy to
achieve your financial goals.


UNDERSTANDING EMPLOYEE STOCK PURCHASE PLANS

An ESPP is a program that allows you to set aside money from your paycheck that
is then used to purchase shares of your company’s stock, often at a discount.
Learn more.

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UNDERSTANDING RESTRICTED AND PERFORMANCE STOCK

Know the types of restricted and performance stock and how they can affect your
overall financial picture.

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UNDERSTANDING STOCK OPTIONS

Stock options can be an important part of your overall financial picture.
Understanding what they are can help you make the most of the benefits they may
provide.

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HOW TO MAKE THE MOST OF YOUR EQUITY COMPENSATION

Equity compensation is one of the most valuable—and misunderstood—benefits.
Here’s how to ensure it helps you meet your financial goals.

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HOW YOUR EQUITY COMPENSATION CAN BENEFIT THE ONES YOU LOVE

Learn about the role equity compensation can play in your estate and legacy
planning, and how proper planning can help ensure a smoother transition of
assets to the ones you love.

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REMEMBERING EQUITY COMPENSATION WHEN PLANNING FOR RETIREMENT

Seven tips to potentially maximize equity compensation benefits when saving for,
nearing, and entering retirement.

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EXECUTIVE SERVICES


THE LINE OF CREDIT: AN ALTERNATIVE LIQUIDITY SOLUTION

12/31/21
Credit cards, mortgages, and selling stock might not seem like they have much in
common, but they’re all tools that can be used to generate liquidity. And there
are even more options, which is why it’s important to make informed decisions
when taking on debt or making major financial moves.

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YEAR-END STRATEGIES: CONSIDERATIONS FOR TAX-LOSS HARVESTING AND CHARITABLE
GIVING AND MORE

12/03/21
While E*TRADE does not provide tax advice, we can help you build and implement
your year-end investment portfolio reallocation strategy, assess your current
holdings from a holistic planning perspective, and provide support every step of
the way.

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VESTING EVENTS: A FINANCIAL PLANNING PERSPECTIVE

08/23/21
Vesting events are important milestones in your wealth creation and financial
planning journey. They can play a key role in helping you achieve your
goals—whether you want cash now, plan to hold your stock based on your
commitment to your company and the growth you’d like to see, or are wrestling
with complex wealth management needs.

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INVESTING IN COMPANY EQUITY? FOUR CONSIDERATIONS FOR DIVERSIFYING YOUR PORTFOLIO

06/30/21
Morgan Stanley at Work explores how equity compensation and diversification can
play an important role in your overall financial plan.

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HOW BEHAVIORAL INVESTING CAN HELP YOU MAKE THE MOST OF YOUR EQUITY COMPENSATION

05/14/21
Any athlete knows that getting in shape takes discipline and diligence. But many
athletes have trainers, or even teams of coaches, while the rest of us are left
to fend for ourselves.

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HOW TO MAKE AN IMPACT WITH SUSTAINABLE INVESTING

04/01/21
The question of how to build a sustainable, equitable future is reverberating
through the corporate world, and it’s a challenge that deserves thought from
both a professional and personal perspective.

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LEADERSHIP LESSONS FROM 2020: REDEFINING FINANCIAL SERVICE THROUGH HUMAN
CONNECTION

12/23/20
As we look ahead to a new year and hope for a wider economic recovery, what have
we learned from 2020, and how can we apply those insights as we move forward?

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LEVERAGING A 10B5-1 PLAN TO ACCESS LIQUIDITY AND CREATE A BALANCED PORTFOLIO

11/05/20
Company leaders who receive a large portion of their compensation in equity know
that, over time, these awards can become an invaluable resource—opening the door
to a wide range of personal wealth-management and financial-planning choices.

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EXPLORING FINANCIAL PLANNING ALTERNATIVES WITH EQUITY COMPENSATION

10/23/20
You may not realize you have access to equity compensation solutions beyond
simply selling shares or moving proceeds—not to mention a full suite of
high-level services and support available through their stock plan program. That
is where connecting with experienced financial professionals can help.

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THE NEW ABNORMAL: UNDERSTANDING CLIENT NEEDS IN A GLOBAL CRISIS

09/02/20
While we may now have more information about the coronavirus pandemic and its
effects on our health and the economy, uncertainty remains a dominant theme.
Fluctuating infection rates and reopening rollbacks have obliterated initial
predictions of a V-shaped recovery.

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PASSING THE STRESS TEST: LEVERAGING A 10B5-1 PLAN FOR PERSONAL FINANCIAL
MANAGEMENT

08/11/20
A 10b5-1 plan may often be mandatory for executives and company insiders who may
possess material non-public information (MNPI), but many employees may not
realize this can be a useful personal finance management tool for anyone who
holds company stock, regardless of whether their employer requires it.

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HELPING CLIENTS LEVERAGE EQUITY AWARDS IN FINANCIAL PLANNING

07/01/20
Funding a goal like a child’s education, a comfortable retirement, or owning a
home requires a great deal of thought and planning—and it’s important to weigh
potential pitfalls as well as opportunities that may arise down the road.

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RETHINKING 10B5-1 PLANS FOR STRATEGIC FINANCIAL WELLNESS

06/11/20
A holistic approach to financial wellness is important. Although it is often
overlooked, equity compensation can play a key role.

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RETHINKING HOW EXECUTIVES VIEW THEIR EQUITY COMPENSATION

04/30/20
Today, executives and senior business leaders face increasingly complex issues
at work, and many companies choose to recognize their efforts through equity
compensation. But with so much on their plates, there is often little time to
consider how equity awards fit into their overall financial plan.

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by March 1
and start with a generous cash bonus.

Use code: BONUS21
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PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

BANKING PRODUCTS AND SERVICES ARE PROVIDED BY MORGAN STANLEY PRIVATE BANK,
NATIONAL ASSOCIATION, MEMBER FDIC.





The material provided by E*TRADE Securities LLC, E*TRADE Capital Management,
LLC, or any of its direct or indirect subsidiaries, by Morgan Stanley or any of
its direct or indirect subsidiaries, or by a third party not affiliated with
E*TRADE is for educational purposes only and is not an individualized
recommendation. This information neither is, nor should be construed as, an
offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold
any security, financial product, or instrument discussed herein, or to open a
particular account or to engage in any specific investment strategy.



 1. E*TRADE sometimes provides its customers with cash credits or special offers
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In connection with stock plan solutions offered by E*TRADE Financial Corporate
Services, Inc., E*TRADE Securities LLC provides brokerage services to stock plan
participants.





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publications offered by E*TRADE Financial Corporate Services, Inc. and its
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Financial Corporate Services, Inc. and its affiliates do not warrant these
products, services and publications against different interpretations or
subsequent changes of laws, regulations and rulings. E*TRADE Financial Corporate
Services, Inc. and its affiliates do not provide legal accounting or tax advice.
Always consult your own legal, accounting and tax advisors.





 

Securities products and services offered by E*TRADE Securities LLC. Member SIPC.
Investment advisory services offered by E*TRADE Capital Management, LLC, a
Registered Investment Adviser. Commodity futures and options on futures products
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Services, Inc. Banking products and services are provided by Morgan Stanley
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including trading volumes, market conditions, system performance, and other
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