Alongside the many financial benefits of receiving equity compensation, such as stock options, from your employer, having a high percentage of wealth in one investment can be risky. How can you tell when it’s time to diversify? What options should you consider?
We wrap up our three-part series on equity concentration with this episode featuring Duncan Wilk of Mercer Advisors, who joins host Doug Fabian to look at highly concentrated investment positions from a risk-vs.-reward perspective.
Hear their guidance on: