Overexposed to Company Stock? Don't Make These Mistakes!

Are you a corporate executive sitting on a growing pile of company stock, but unsure what your next steps should be? We've seen it happen far too many times: executives who build wealth through stock compensation, but ultimately fail to fully take advantage because they lack a well-considered plan. If 10–25% of your net worth is tied to one stock, this is required viewing. In this episode of Fundamentals of Investing, Brian Dress and Noland Langford walk you through the biggest risks of overconcentration in your company's equity, and ways to protect (and enhance) your long-term wealth. As an executive, most likely with a publicly traded company, stock compensation makes up a huge portion of your pay packet. You know that your RSUs and stock options have value. But what you may not know is how much they could be costing you in taxes and lost opportunity. Download your free copy of The Executive's Guide to Managing Company Stock – your roadmap for smarter decisions around RSUs, options, ESPPs, and more. Link: https://leftbrainwm.com/theexecutiveguide Book a strategy session to review your equity holdings in the context of your full financial picture. Link: https://m.levitate.ai/67de35-5f2c7t/30-minute-meeting-(virtual)----For-New-Prospective-Clients There are plenty of ways to engage us and learn how Left Brain can help you make the most of your equity compensation: • https://www.leftbrainwm.com/ • Email: [email protected] • Phone: (630) 547-3316 Chapters: 0:00 Intro 1:06 Rundown 4:03 Risks of Holding Company Stock in a 401(k) 6:27 Net Unrealized Appreciation 8:35 Employee Stock Purchase Plans (ESPPs) 12:45 Restricted Stock Units (RSUs) 16:36 Stock Options 20:54 Combatting Emotional and Behavioral Biases 25:54 Concentration and Illiquidity 30:37 Tax Consequences 33:51 Wrap-up, Contact Us