When your employer offers you company stock this needs to be weighed carefully because of the risk that you will be over-concentrated in one asset. Further you may be prohibited from selling many days of the year if you are part of management (due to insider trading laws).

We offer a choice of fiduciary fee-only investment advice on an “assets under management” program. No commissions are charged by us. We do not take custody of assets.

Remember: “The fastest way to make a small fortune is…with a large one” (due to reckless, naïve investing).

Special Report: Hidden Risks of Non-Qualified Deferred Compensation