I’m reaching out to extend an invitation to a live webinar that may be of interest to you. The topic is called “Risk vs. Reward: How to navigate a concentrated portfolio”.
Stock grants, typically RSUs, have become a more significant portion of Bay Area employee compensation plans. You may be vesting stock on a monthly, quarterly or annual basis while also participating in ESPP programs – increasing the concentration of your stock positions. Many Bay Area companies’ stock prices have done exceptionally well over recent years, resulting in “the best problem to have” (big wealth with big tax implications).