concentrated equity Archives

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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Wealth Accumulation

Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely...

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Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation

If you’re wondering how to maximize the value of your incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), or other forms of equity compensation, you’re not...

5 Steps to Managing Concentrated Equity in Company Stock and Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

You can develop concentrated equity positions in your investment portfolio when you own or control a single stock that makes up a significant part of your overall allocation. While there...

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How to Strategically Liquidate Company Stock and Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

Many financial planners will suggest that you allocate no more than 10-15% of your investable net worth into a single stock position. That range can allow you to benefit from...