The “right” time to sell an individual stock is one of the tougher financial decisions we see people struggle with.  This can be especially tricky when it is your company stock and you feel more connected to it.  But as these positions grow (specifically if part of your compensation is via additional stock), a single position can become a large % of your overall wealth and be exposing you to concentrated risk.

Bob & Seth discuss helping clients navigate this tricky topic, and how to think about the tax impact of selling shares, in episode #7 of Behind the Curtain.

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