How to Deal With Concentrated Stock Positions | Financial Symmetry
Автор: Financial Symmetry
Загружено: 2022-02-15
Просмотров: 913
Описание:
You may have inherited stocks from a loved one or maybe you receive stock options as part of your pay structure or a compensation package.
Whatever the reason you have concentrated stocks, if you own more than you think you should of one company, it is important to understand what you could do with it.
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Financial Symmetry is a Registered Investment Advisor in Raleigh, NC. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and financial advisors for advice specific to your situation.
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