Sitting on Highly Appreciated Stock? How a Charitable Remainder Trust Can Work for Your Family
What would you do if you held $10 million in company stock that cost you next to nothing, and selling it meant handing more than a third of it to taxes? For a lot of Bay Area tech professionals, that isn’t a hypothetical. It’s what life looks like after an IPO or acquisition. In this […]
Making an Impact with your Investments while Achieving Your Financial Goals
Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.
The Market’s Gone Crazy. What Does that Mean for My Financial Plans?
The Market’s Gone Crazy. What does that Mean for My Financial Plans? Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb.
My money is in a handful of stocks. I should probably sell, but what about taxes?
In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?