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 representing a major portion of net worth. RSUs, equity grants,…
What To Do Before a Stock Trading Blackout Period
May 5, 2026 For corporate executives, directors, and other employees subject to company trading policies, timing around company stock is regulated. Stock planning around blackout periods is important because an…
How Do Executives Access Liquidity From Concentrated Stock?
April 30, 2026 Even when a corporate executive isn’t short on wealth, they may still be short on access to it. When a large percentage of net worth is tied…
How Can Waiting for a Better Share Price Create a Tax Trap?
April 28, 2026 Concentrated stock decisions often start with a simple question: what is the right price to sell? The question is important, but it leaves out an important variable.…
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 not a knowledge gap. It is behavioral. For public company…
RSUs vs Stock Options: Why Planning Should Differ
April 16, 2026 For many public company executives, planning for RSUs and stock options becomes more relevant as equity compensation grows. While these forms of compensation are often grouped together,…
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 widely discussed, making them a natural starting point for assessing…
Exchange Fund Strategy: An Approach to Diversifying Concentrated Stock Positions
April 9, 2026 An exchange fund is a tool some investors evaluate when implementing a strategy to diversify a concentrated stock position without immediately triggering a taxable event. For executives…
FAQs for Executives With Concentrated Stock Positions
April 7, 2026 Executives earning meaningful equity compensation often face a consistent set of decisions when approaching concentrated stock planning. These decisions typically revolve around exposure levels, risk management, tax…
Managing Risk in a Concentrated Position Without Selling
March 31, 2026 Protecting concentrated stock is a concern for many executives, especially when a large portion of their wealth is tied to a single company. Whether it's due to…