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

When to Sell Your Employee Stock?

Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs As the end of June approaches and the second quarter of business wraps up, many employees of publicly traded companies begin to struggle with deciding when

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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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