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How To Diversify Your Company Stock Holdings While Leveraging The Wealth In Your Stock Options

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?

Stockbrokers' Secrets (Part 5): What I Tell My Best Clients About Company Stock Diversification

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.

Better Late Than Never: Stock Option Strategy For The Market Upturn

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.

Stockbrokers' Secrets (Part 4): What I Tell My Best Clients About Strategy For Volatile Markets

W.E.B. Bantling
UPDATED FOR 2011! Market volatility and declines rattle even the most experienced holders of stock compensation (and their advisors). You may soon face decisions that affect your financial future and long-term wealth in the midst of this market turmoil. Here are 10 topics I find myself discussing over and over again with my best clients.

Strategies For Hedging Concentrated Stock Positions (Part 1)

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.

Strategies For Hedging Concentrated Stock Positions (Part 2)

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.

Getting The Most From Your Stock Options

William Baldwin
Stock options are a major element of your long-term incentive compensation, offering tremendous potential to accumulate personal wealth. Given your stock options' complexity, it’s essential to develop a strategy to realize their full potential.

Stock Option Fundamentals (Part 5): Incentive Stock Option Taxation & Alternative Minimum Tax

Marilyn Renninger
Learn how and when income from ISOs is subject to taxes, including the alternative minimum tax. You must consider taxes at both exercise and sale to put together an optimal strategy.

Stock Option Fundamentals (Part 4): NQSO Taxation

Marilyn Renninger
You're ready to delve deeper into how and when different taxes apply to NQSOs. You need to consider taxes at exercise and at sale to put together a strategy that maximizes the value of your options.

Stock Option Financial Planning After Your Tax Return Is Filed And At Year-End (Part 1)

Tom Davison and Liam Hurley
UPDATED FOR 2011! The time right after you have completed your tax return is ideal for big-picture financial planning. You can more accurately project your income and likely tax situation for the remainder of this year and the next, including AMT risk and capital-loss carry-forwards, to develop your strategy.

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