Remove Compensation Planning Remove Planning Remove Risk Tolerance
article thumbnail

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.

article thumbnail

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

Zajac Group

While this may not be the right solution for everyone, it’s a benchmark you can use in your planning. Needs: If you need the stock’s current value to fund your current lifestyle or eventual retirement, think carefully about whether you can afford to continue putting that present value at risk. You probably have many spending goals.

Taxes 52