Tom Davison
Once you have settled on a comfortable ownership percentage of company stock in your combined holdings, how do you decide which shares and options to hold and which to sell?
W.E.B. Bantling, with Bruce Brumberg
The biggest challenge I face when counseling my clients is convincing them to avoid owning too much of their company's stock. Tales about employees of Lehman Brothers or Enron who lost their entire net worth have shaken these clients to attention.
Robert Gordon and Charlotte Lyman
Your company stock represents a large, concentrated portion of your wealth, making you nervous. You want to protect your gains and get your hands on some money.
Robert Gordon and Charlotte Lyman
After understanding hedging basics, you need to answer a few questions and decide whether your goals go beyond risk reduction to liquidity creation.
Michael Beriss
The stock markets will one day rise again. When they do, question the urge to exercise your options for quick profits as soon as possible: exercising too early can be a big mistake.
Jane Bryant Quinn
Washington Post Writers Group
If a significant chunk of your net worth is tied up in your company's stock and options, you might want to consider diversification strategies.
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