Artwork for podcast FPOG: Financial Planning for Oil & Gas Professionals
Concentrated Stock Positions
Episode 1410th December 2021 • FPOG: Financial Planning for Oil & Gas Professionals • Brownlee Wealth Management
00:00:00 00:50:07

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In this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are some tactical strategies for trimming a position once it's grown beyond your target amount?

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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.