Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]
Check the background of this investment professional on FINRA’s BrokerCheck
Tag Archives | Company Stock
Your Company Stock & Net Unrealized Appreciation
Both companies and employees can benefit from company stock purchases in 401(k) or other qualified retirement plans. But what should an investor do with these shares upon a job transition? You may have heard that you should avoid having too much of one stock in your portfolio, or that it’s beneficial to take advantage of […]