General
It depends. Once Restricted Stock Units (RSUs) vest, many investors evaluate whether they would choose to purchase that same amount of company stock if they were starting with cash. If the answer is no, it may make sense to diversify some or all of the positions. A personalized strategy can help balance concentration risk, capital gains taxes, and your long-term financial objectives.
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Client Development Advisor
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Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.
Prefer a phone call? Call us: 805-902-4550
For general inquiries: click here.
By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
