
Managing a Concentrated Stock Position: Too Much of a Good Thing
Owning enough stock in a single company that the value eclipses your other assets might...
Read MoreGetting more out of your equity compensation plan.
THE DETAILS
MATTER
Your plan has its own unique rules, tax implications, and liquidity considerations. We specialize in equity compensation and can help you navigate the complexities of your plan.
Non-Qualified Stock Options
Incentive Stock Options
Restricted Stock / RSU
Employee Stock Purchase Plans
Stock Appreciation Rights
As the potential cornerstone of your wealth, integrating your equity benefits into your financial plan is more than just about upside, it's essential to ensuring you don't leave money on the table.
Timing matters when it comes to your equity. When were shares received? When can you exercise or sell? An action plan built around your equity can help you meet your financial milestones while avoiding costly mistakes.
While it may be exciting to watch your equity grow, it's important to prudently manage your concentration risk to avoid having your equity represent a disproportionate percentage of your net worth.
DOES YOUR EMPLOYER EQUITY MAKE UP A MEANINGFUL
PORTION OF YOUR PORTFOLIO?
LEARN HOW TO REDUCE YOUR CONCENTRATION RISK.
LATEST INSIGHTS
Answers, advice, and education on the topics affecting your wealth
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