What Challenges Do Concentrated Stock Positions Create?
Concentrated stock positions present several challenges, including: risk that extends past the share price, the tax cost of unwinding the…
How Much Do I Need Outside of My Company Stock?
At a minimum, assets held outside of company stock should allow you to cover your fixed and ongoing financial obligations…
What Happens to Your Company Stock When the IPO Lockup Period Expires?
At IPO lockup expiration, company insiders can legally sell shares on the open market for the first time, typically 180…
The Single Stock Illusion in Bull Markets
May 12, 2026 Concentration risk in bull markets can feel less urgent as account values rise, equity awards vest, and…
When Compensation Inadvertently Shapes Portfolio Construction
May 7, 2026 For executives at the VP- and senior-level, company equity eventually shifts from being a "side benefit" into…
Why does diversifying company stock feel like the wrong move?
April 21, 2026 You know that diversifying company stock is rational. Yet you hesitate to reduce exposure. That tension is…
Secondary Risks in Concentrated Portfolios
April 14, 2026 When evaluating portfolio risk, many executives initially focus on price volatility. Market fluctuations are visible, measurable, and…
When Your Career and Net Worth Depend on One Company
March 26, 2026 Concentrated stock risk is commonly experienced by corporate executives who receive equity compensation from their employer. Over…
How Much of Your Net Worth Should Be in Employer Stock?
March 17, 2025 How much of a portfolio should be in one stock is a question that many executives eventually…
How Concentrated Employer Stock Can Influence Retirement Timing
March 3, 2026 For many coporate executives, concentrated stock risk and retirement timing are closely connected. When a substantial portion…