As you’re granted more stock awards, which continually vest, a rising share price can move your company specific risk beyond your personal comfort zone. By carefully weighing the trade offs around this risk, given your preferences, priorities, goals, and tax status, you may decide to cut back a bit. Then again, added risk may bring more reward. What matters most in this equation? You.

#restrictedstock #wealthmanagement #equitycompensation

Photo credit: “Consider Your Options: Get the Most from Your Equity Compensation” by Kaye A. Thomas.

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.