managing concentrated stock positions

Managing Concentrated Stock Positions

Living in Seattle and primarily working with individuals and families in the tech industry, I’m very in touch with our burgeoning tech scene. Industry titans such as Amazon, Microsoft, Facebook, Apple, and Google, all have large offices here. If you work in the tech industry you’re also likely familiar with the variety of equity compensation structures …

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unystematic vs systematic risk

Diversification: The Key to Maximizing your Investments

The key to understanding the importance of diversification lies first with understanding risk. There are two types of risk when it comes to investing. If you’ve ever taken a finance or statistics class you’ll likely remember learning about unsystematic vs systematic risk. Understanding their differences helps investors maximize their investment returns. As advisors, it’s key …

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