Remove Compensation Planning Remove Financial Planning Remove Risk Tolerance
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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

Zajac Group

For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity. Should you rip off the proverbial bandage all at once?

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Maximizing the Value of Your Equity Compensation: A Guide to Making the Right Choice for You

Zajac Group

If you’re financially stable and come into extra cash, it’s often justifiable to want to spent some of it, even if it means incurring ordinary income taxes when you sell—rather than squirreling away every bit of it for a distant date. Some might be typical financial planning goals like: I want to buy a house (or a vacation home).

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