Books & resources
The short shelf we actually recommend to people paid partly in shares — behaviour first, mechanics second, portfolio last.
Start here
Money behaviour & foundations
The Psychology of Money
Morgan Housel
Twenty short lessons on how people actually behave with money — essential ballast for anyone whose net worth swings with a stock price.
View on Amazon →The Millionaire Next Door
Thomas J. Stanley & William D. Danko
The research classic on how quiet, consistent habits — not windfalls — build lasting wealth.
View on Amazon →A Random Walk Down Wall Street
Burton G. Malkiel
Why markets are hard to beat and diversification wins — the intellectual backbone of the sell-and-index strategy.
View on Amazon →United States
US equity comp & investing
Consider Your Options
Kaye Thomas
The long-running practitioner reference on US equity compensation tax — options, RSUs, ESPPs — updated across many editions.
View on Amazon →The Simple Path to Wealth
JL Collins
The classic case for low-cost index investing — the natural destination for diversified RSU and ESPP proceeds.
View on Amazon →I Will Teach You to Be Rich
Ramit Sethi
A practical, systems-first personal finance setup — automation, accounts and investing — that pairs well with lumpy equity income.
View on Amazon →The Bogleheads' Guide to Investing
Larimore, Lindauer & LeBoeuf
Plain-spoken, evidence-based investing fundamentals from the community that popularised the three-fund portfolio.
View on Amazon →United Kingdom
UK investing
Smarter Investing
Tim Hale
The standard UK reader on building simple, robust portfolios — ideal for deploying SAYE and SIP proceeds.
View on Amazon →How to Own the World
Andrew Craig
A UK-focused introduction to investing globally with ISAs and pensions — the wrappers your equity proceeds should graduate into.
View on Amazon →Official sources
Primary references we check against
IRS (US)
Equity compensation rules, Form 8949 instructions, AMT guidance and current-year thresholds at irs.gov.
HMRC (UK)
EMI, CSOP, SIP and SAYE manuals, CGT rates and Self Assessment guidance at gov.uk.
Your plan documents
Grant agreements and plan rules override every generality — ours included. They are the first source, always.