Many of our clients hold a significant portion of their net worth in company stock and options. Although they are passionate believers in their company, many are all too aware of the risk associated with concentrating their net worth in a single company. Memories of the demise of such companies as Enron and Bear Stearns are still fresh, and clients realize that events beyond their control could cause them to lose their nest egg and career at the same time.
In many cases, clients’ stock positions are held at a significant unrealized capital gain, and they feel “locked in” emotionally and financially by the tax implications of selling.
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