How to Strategically Liquidate Company Stock and Employee Stock Options

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 the potential upside of a growing, successful company, without leaving your assets too vulnerable to a less-desirable outcome if the company underperforms. If you want to follow that guideline and you receive equity compensation, that means understanding how to strategically liquidate company stock whenever you...