Whether earned through your executive compensation or because your forged your trail as a business owner, equity value can be a hard-earned reward. But there is also risk associated with a highly concentrated asset. Our clients benefit from our experience with concentrated wealth positions like:
Did You Know?
You can frontload a 529 plan by gifting stock to a family member.
Each type of equity compensation comes with its own set of considerations. But in all cases, when planning for equity compensation, it’s important to understand your end game for the proceeds of a liquidity event. Do you want to fund your retirement? Buy or renovate your home? Or create trust for the next generation?
Whatever your end goal, we take action to ensure you’re considering the tax implications as well as how the concentrated wealth impacts the diversification of your overall financial wellness. A single-stock investment — whether it is part of a taxable or tax-advantaged account — bears significant, company-specific, risk. Most stock investors are aware of market risk, but single-stock risk adds some additional complexity that needs to be factored into your investment decisions.
Are you ready to make a real positive financial impact on your future in 2023? Is this the year that you are looking to save
In the late 1700s, the first mutual fund was invented. A Dutch man pooled investors’ money together for diversification and to allow investors to buy into
In this article, we will discuss why investing in annuities and life insurance gets such bad press, and in my opinion, why they deserve it. There
Questions? Concerns? If you’re ready to plan, we’re ready to get you started. Reach out today and we’ll be in touch.
