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Daily Archives: November 13, 2018

highly appreciated stock strategies

Handling Highly Appreciated Stock: Strategies for Concentrated Portfolios

BlogBy Infinitas TeamNovember 13, 2018

One of the greatest benefits of working your way to becoming a C-suite-level employee is receiving equity compensation, whether it be in the form of qualified or non-qualified stock options, or restricted stock units. There is really no greater way for an employer to ensure that its top employees are vested in the future growth…

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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