Tag: The Plaza Group

Four ways to help employees build wealth and loyalty

By Tommy Felts / February 10, 2025

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley. Your employees want to build their wealth and be better employees. Here’s how your equity program  can help them get there.  Every organization wants to find the right…

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How market volatility may affect private company liquidity

By Tommy Felts / October 14, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley in Leawood, Kansas. Volatile public markets may affect private company liquidity in a variety of ways; Find out what this might mean for private company shareholders According to recent research…

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Switching equity plan providers during macro uncertainty

By Tommy Felts / July 15, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley in Leawood, Kansas. Discover the benefits of evaluating a new equity plan provider; Managing equity plans can play a critical role in  fostering company ownership culture Managing equity plans could…

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The value of professional advice: Benefits of having a financial advisor on your side 

By Tommy Felts / April 10, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley in Leawood, Kansas. In today’s complex and volatile markets, making sound investment and financial decisions is a challenge. Investing on your own can be complicated, overwhelming and risky.…

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