In this podcast episode, I discuss if you should factor in not yet vested employee equity compensation (whether RSUs or Stock Options) in your overall asset allocation. I also discuss ways to determine what percentage of your net worth you should feel comfortable owning in a single asset (in this case, your company's stock). If you've won the game, why are you still playing?

In this podcast episode, I discuss if you should factor in not yet vested employee equity compensation (whether RSUs or Stock Options) in your overall asset allocation. I also discuss ways to determine what percentage of your net worth you should feel comfortable owning in a single asset (in this case, your company's stock). If you've won the game, why are you still playing?

Should You Factor In Unvested RSUs and Stock Options In Your Asset Allocation?

Planning strategies for doing more with your money on the path to financial independence 

DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence.

CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence.

To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com

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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com

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Should You Factor In Unvested RSUs and Stock Options In Your Asset Allocation?

Should You Factor In Unvested RSUs and Stock Options In Your Asset Allocation?