Equity Compensation Questions

Episode Notes

Many of Amy Walls' clients at Thimbleberry Financial work in the tech sector, and many have access to equity compensation. Today we answer five common questions related to employer stock.

  1. Should I hold onto the stock?
  2. I know what’s going on in my company. Our stock is going to go sky-high. I’d be crazy to sell it.
  3. Why should I sell my stock if it’s doing well?
  4. When I log into my account, it says I have lots more than you say I do. Why?
  5. Shouldn’t I always put as much as I can in my ESPP if I get a discount?

More information:

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Call or text Thimbleberry Financial at 503-610-6510