
Tips to Reduce Concentration Risk
Concentration Risk is a frequent issue I see with my Equity Compensation clients. Here I share a few quick tips to reduce your Concentration Risk.
Concentration Risk is a frequent issue I see with my Equity Compensation clients. Here I share a few quick tips to reduce your Concentration Risk.
I saw a great post on LinkedIn where a successful business owner explained how his business is a success because of things they don't have. I figured I would share this approach with my practice.
In this post, I break down the reasons why you should always accept Non-Qualified Stock Options if your employer offers them to you.
There are lots of mistakes one can make in retirement. In this post I share a few of the big ones I've seen over the years. Oh, and theses are not monetary ones.
Non-Qualified Stock Options are a great way to build wealth, but effectively exercising them is critical. Here I share 3 simple approaches.
Having a solid strategy to exit your Restricted Stock and/or RSUs is important for everyone who has these Equity Compensation positions. Here I share 4 solid strategies.