Taking Stock of Your Company Stock

Growing up in a lower-middle-class family, Maxwell has a deep desire for financial stability and security. He's concerned about the risk of having too much of his wealth tied up in his employer's stock, which is more than $1 million. He needs help to diversify his investments in a tax-efficient way so he can build a legacy of generational wealth.In this episode of What Should I Do With My Money?, listen in as Maxwell gets advice on investing for future generations from Evan, a Morgan Stanley Financial Advisor.Visit our episode website for a deeper dive on topics covered in this episode like 529 Plans, tax-efficient investing and diversifying a concentrated position, or to find a Morgan Stanley Financial Advisor to fit your needs. Also find important disclosures here. More insights to help you go further: 529 Plans: A Powerful Took to Save for EducationHow Direct Indexing Can Offer Investors Potential Tax Savings and FlexibilityTax-Loss Harvesting Can Work Year-Round for Investors—Here’s How4 Tax-Smart Ways to Diversify Your PortfolioRational Investing in an Age of UncertaintyNext Generation Gifting ConsiderationsThe conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley.This material has been prepared for informational purposes only. 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