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Have a Strategy for Each Block of Vesting Shares

Have a Strategy for Each Block of Vesting Shares

No longer should we simply let these (newly vested shares) drift into our portfolio without a strategy or reason to hold vs. sell. Instead, we are going to develop a strategy for each block of vesting shares.

Know the Tax Effect of Selling Your Company Stock

Know the Tax Effect of Selling Your Company Stock

Taxes are a fact of life. I talk to a lot of people who are trying to find the super-secret way that people with money avoid paying taxes. I’m here to tell you – it doesn’t exist.

Understand the Risk Your Company Stock Creates in Your Financial Life

Understand the Risk Your Company Stock Creates in Your Financial Life

Is the amount of stock you have accumulated starting to look large to you? Do you want to be sure you are doing the best thing with this important asset?

Risk-Reward of Your Company Stock

Risk-Reward of Your Company Stock

We make decisions in everyday life based on seeking a reward given the risk we are willing to take. Without risk, there is no reward.

3 Things to Know About Your Company Stock

3 Things to Know About Your Company Stock

You’ve worked for a great company for a while and have stock that has built up over time. What do you need to know to get the most out of it? Here are three things you need to know about your company stock.

When to Sell Your RSUs

When to Sell Your RSUs

RSUs, restricted stock units, are sometimes issued by your employer’s company as a form of a delayed bonus. Since it’s a paid bonus received as compensation in the form of stock, it’s up to you to sell the stock and receive the cash.

Do You Have Too Much Company Stock?

Do You Have Too Much Company Stock?

Diversification is the key to any successful portfolio. However, recently, individual tech stocks have been all over the news and I’ve been getting asked, “How much company stock should I have?” or “Do I have too much?”