Stock compensation advice (as an employee benefit)
Stock compensation advice (as an employee benefit) Don Martin
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