Want to know how to unlock the value of your concentrated stock, particularly in a tax-efficient way? You’ve got options! Learn all about them now in our blog “Unlock Hidden Value: How to Maximize Your Concentrated Stock.”
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The executive clients I work with oftentimes have a large concentration in their company's stock. Hearing me say, "That's risky; you should diversify," isn't always met with enthusiasm. Maybe reframing is what's needed. Read our newest blog to learn more.
Want to know how to unlock the value of your concentrated stock, particularly in a tax-efficient way? You’ve got options! Learn all about them now in our blog “Unlock Hidden Value: How to Maximize Your Concentrated Stock.”
Unlock Hidden Value: How to Maximize Your Concentrated Stock
https://www.sequoia-financial.com
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Jon and Pete Najarian talk about how Options are superior to stocks in so many ways in their book, "Follow the Smart Money." I highly recommend you read this book. In my newsletter article "A Very Gentle Introduction to Options" (https://lnkd.in/gyutjGUP), I discuss using Options as insurance against your stock holdings. Please subscribe to my "Over The Hedge" newsletter at https://lnkd.in/gT8YN-Uv.
A Very Gentle Introduction to Options
overthehedge.beehiiv.com
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There is an increasing number of people coming to us with the issue of a large portion of their net worth in a single company, usually with a large unrealized gain. We know that this comes with additional risk. Many problems need to be solved when presented with this scenario. What do I do to reduce risk? How do I manage my tax situation? How much do I depend on this money personally? How can I optimize income from this position? These questions along among many others can be answered with a thoughtful conversation and detailed planning process leading to an ideal outcome for you.
Read our most recent blog on concentrated stock positions #concentratedstocks https://hubs.la/Q01Z0p7Y0
Concentrated Stock Positions
info.cwgadvisors.com
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What investment(s) do you own that made money while the stock mkt suffered for the past ~20 days? If the answer is nothing, you're going to be very unhappy when the next legit mkt downturn hits. You need to find something that goes up when the market is down, or you need to prepare yourself to be incredibly patient. For those that don't know, stock investors in 2000 and 2008 had to wait years (notice I said "years", not "year"), just to get back to even. And of course inflation rose during that time, so they really weren't back to even for another few years. If you're prepared for that, fine. The vast majority of people are not, however. If you manage your own money, get educated on what your options are. If you have advisors, tell them to present you with solutions. FYI, most advisors are not armed with any tools beyond advising patience, and reminding you that the stock mkt has always come back in the past. And it has, indeed, much of it thanks to increased money supply and the accompanying inflation (per my son, the economist). They will also counsel that you should buy bonds. In fairness, that worked for a long time, and may again. But it probably won't, and I'll be offering a treatise on why we believe that to be an ill-advised strategy, soon. The question is, can you wait? Are you willing to wait? Most are not. Most investors sell much of their holdings just about the time the mkt begins the long climb back to previous levels (psychology of investors, etc., per my daughter, the psychologist). Learn to protect yourself, and your investments. It's absurd to sit on your *ss, wringing your hands while you watch your savings disappear, because you (and/or your advisors) have no idea how to stem the tide of losses during a downturn.
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If you’ve been holding company stock for several years, its growth has likely afforded you the opportunity of choice. Creating liquidity may be one way to maximize your concentrated stock's value. Read “Options to Help You Create Liquidity from Concentrated Stock” to learn what options exist and which may be right for you.
Options to Help You Create Liquidity from Concentrated Stock
https://www.sequoia-financial.com
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Mastering Diversified Stock Portfolio Strategies https://ift.tt/bRrVnye
Mastering Diversified Stock Portfolio Strategies https://ift.tt/bRrVnye
investalyst.blogspot.com
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How to Beat Your Stock Broker’s Returns They say the internet changed everything. Well, finally, that change has come to basic investing. It is now simple to beat your stock broker’s returns. And no, this is not clickbait headlines—at least mathematically (and by the way, with the best evidence-based investing), it is possible just in a few years to beat your broker using new simple strategies. So, how can you do better by keeping investing simple? https://lnkd.in/gqHcRidt
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Getting 1% better daily results in 37X compounded growth in 365 days. That's why incremental improvements are one of the best models for New Year's resolutions. It's incremental, it's easy to implement, and the results are compelling. I decided to use this framework for my 2024 investing resolution: get 1% better at investing every day by learning a new concept or model or researching a new company. I was curious whether our users have any resolution too. I asked Stock Card users about their investing resolution in 2024, and we have some great ideas coming through already. These are the top 3 investing resolutions for 2024 that they've shared so far: 1. Sell less 2. Get rid of true loser companies 3. Research more before each buying decision As you set your New Year resolution, consider using the incremental growth framework. By the way, this was the original message to Stock Card users in case you need some inspiration for your investing resolution: https://lnkd.in/grAXSqQS
2024 Investing Resolution
blog.stockcard.io
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Investing your money is also investing in your future. You should know the basics when it comes to investing, especially if it’s in the stock market so that your money won’t go to waste.✅ How to Be a Successful Stock Market Investor https://lnkd.in/dteQacrn
How to Be a Successful Stock Market Investor
entrepreneurshipinabox.com
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Founder - CEO FrizeMedia Content / Influencer Marketing Digital / Online Advertising Social Media GrowthHacking SEO
Stock market : When you are interested in investing in the stock market one of the first things you will need is a reliable and affordable stockbroker. At one point in time, a stockbroker was seen as a very high priced person that was extremely hard to understand. In today’s world, stockbrokers have become much different, they have begun to make their services cheaper to obtain and in such a way that is easier to understand. This is an extremely wonderful change for the simple reason that you will not be able to trade in any way, shape, or form without a stockbroker.
Stock Market - An Overview Of The Markets #Finance #Money #FrizeMedia
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