Articles by Jakub W. Jurek, PhD and Celine Sun, PhD, CFA

When to Sell Your Employee Stock?

If you work for a public company then you probably struggle with deciding when you should sell your stock options or RSUs. The data, which we’ll share in this post, clearly says you should sell immediately, but if you’re like most people, that just doesn’t feel right.

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Why Diversify a Concentrated Portfolio?

If you work for a successful company, chances are a significant share of your wealth is tied up in your employer’s equity. This likely makes you wonder if you are better served diversifying out of your concentrated position.

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