The Five Biggest Mistakes Employees Make with their Employer-Based Stock

Many corporate and tech employees accumulate a great deal of employer stock via Restricted Stock Units (RSU), Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO) and Employer Stock Purchase Plans (ESPP). In this episode of Coffee, Sweaters, and Finance, Morgan Ranstrom, CFA, CFP® and Bill Mulvahill, CFP®, CPA, fee-only financial planners at Trailhead Planners, list the five biggest mistakes employees make with their employer-based stock.
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What to do with your Company Stock in the Wake of GE's $184 Billion Collapse

Participating in your company’s stock ownership plan, via equity compensation like RSU’s, ISO’s, or via an ESPP can be a fortuitous way to build wealth, especially when the stock is going up.  Just ask a Google, Amazon, or Netflix employee how they are doing these days.  Yet, what goes up, can also go down, and precipitously at that.  As a contrast, just ask former Blackberry, Lehman Brothers, Valeant, or General Electric employees how they are doing.  Here is how to responsibly invest in your company's stock.  
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Diversification, Emerging Market Outperformance, and the Prospect of a Flat US Stock Market

This just in: US equities have been on a rampage for the last decade.

Here's a fun fact: If you invested $100,000 in the SPDR S&P 500 ETF at the peak of the market in 2007 your investment would have plummeted to a low of $43,500 in March of 2009.  However, had you stayed the course and not sold at the bottom, your original investment would have more than doubled on a total return basis at present market levels.

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