We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Concentrated Stock Positions How to Diversify and Minimize Capital Gains Taxes

Radon and Murs discuss Concentrated Stock Positions and why so many pre-retirees and retirees are sitting on a mountain of Appreciated Stock without a plan for it. Whether it came from Company Stock Options at a long-time employer or from riding a big name higher over the past few years, a single stock that grows into half a portfolio changes the entire risk picture heading into retirement.

Concentrated Stock Positions How to Diversify and Minimize Capital Gains Taxes

You worked at the same company for twenty, thirty years. You got your stock through RSUs or an employee purchase plan, mostly because that was just how the job worked, and you held onto it because you understood the company and you believed in it. Then IBM ran up. Or Cisco. Or Intel. Or you bought Nvidia or Tesla on a hunch five years ago, and it did something no one predicted. That one position is more than a slice of your portfolio anymore, it’s now half of it, or close to it.

Here’s the part almost no one tells you before you’re standing in the middle of it. That stock got you here, and it can still cost you a fortune to leave.