Remove Assets Remove Compensation Planning Remove Risk Tolerance
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5 Facts You Need to Know About Your Retirement Plan

Getting Your Financial Ducks In A Row

It should be noted that some companies do not match your funds at any level in a plan. If you aren’t currently participating in your company’s 401(k) or other deferred compensation plan and they match your funds, you are throwing money away by not participating in the deferral arrangement. So, what should you do about this?

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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

Zajac Group

For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity.

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Maximizing the Value of Your Equity Compensation: A Guide to Making the Right Choice for You

Zajac Group

Remember, neither gains nor losses are really yours until you actually sell the stock, so your core motivations are relatively simple: You want to mitigate the concentration risk, protect your assets, and establish financial freedom. But for the entire portion you plan to invest long-term, we believe sooner is better.

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