Sometimes a lot of something can be great, like vacation time, premium parking spaces,
chocolate, but you can have too much of a good thing like being too concentrated in
your own company's stock may not be ideal and you might not even realize it's happening
or you might not know how to navigate the trading restrictions and other potential
regulatory issues if you've been with your company for several years.
Chances are your salary you're for one can match and your stock compensation all tied to
one company. I've seen cases where employees have as much as half of their net worth tied
up in their company. What's the danger?
You could have exposure to elevated market risk and volatility, potential tax issues and
liquidity concerns.
One solution is to diversify.
I feel 50 percent tied up in your company is too much.
What's the right number, depending on your age, your industry and the health of your
company? It's my opinion that the answer for you may be in the ten to twenty five percent
range. Think of it like an elite athlete.
A pro has a short window of high earning potential.
There's no guarantee of raking in the money for many years.
So making the right decisions in those peak years is key.
I know this can be a tricky situation to navigate.
It's not just moving money around.
This is not about your loyalty to your company.
I feel that's demonstrated to your job and its fruits.
It's about making wise investment choices.
It's about loyalty to your family.
It's important to set a plan in motion to diversify.
One way to diversify is do a 10, B five one plan A pre structured sales strategy.
You have options and we can walk you through them.
We've helped many high network executives navigate through this and we strive to help
you to. Let's connect and make a plan to help you protect you and your family.
I know your time is precious, so let's make it count.