Getting Your Financial Ducks In A Row

MARCH 10, 2025

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?

Retirement Planning 52

Retirement Planning Retirement Planning Compensation Planning 52

Zajac Group

MARCH 20, 2023

It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified portfolio. For some, concentration risk might mean holding any amount of a single stock position in a company they work for. Ultimately, concentration risk is a magnified risk/reward tradeoff.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Zajac Group

JANUARY 10, 2023

The Thought Process: Again, at some point, it often makes good sense to sell some of your company equity (which exposes you to single-holding risk) and direct the proceeds into a diversified portfolio. But for the entire portion you plan to invest long-term, we believe sooner is better. Your plans can then drive your tactics.

Taxes 52

Taxes Planning Financial Planning Sales 52