On-Demand Event

Seven Diversification Tools

Risk vs Reward:  How to navigate your concentrated portfolio

Stock grants, typically RSUs, have become a more significant portion of Bay Area employee compensation plans. You may be vesting stock on a monthly, quarterly, or annual basis while also participating in ESPP programs – increasing the concentration of your stock positions. Many Bay Area companies’ stock prices have done exceptionally well over recent years, resulting in “the best problem to have” (big wealth with big tax implications).

If you’re like the many Bay Area residents in this position, you’re wondering how to optimize your position, diversify your portfolio, minimize taxes, and avoid the penalties and interest you’ve been paying at tax time.

Watch the Seven Diversification Tools webinar and contact us with any questions!


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Bay Area Wealth Management