Limited time offer: Sign up today and get up to 1 year managed free. See details

Get your next rollover managed free in 2018. Learn how to enroll

Company Stock

IPOs, vesting strategies, diversification, and taxes

Should I Own Stock in the Company Where I Work?

Should I Own Stock in the Company Where I Work?

Buying a company stock at a discounted price can also be worthwhile—if you remember to diversify as soon as possible.

Part Two: When Selling IPO Stock, Don’t Let Taxes Stand in Your Way

Part Two: When Selling IPO Stock, Don’t Let Taxes Stand in Your Way

After an IPO, it's time to divest and diversify as efficiently as possible. Don't let the fear of taxes prevent you from making a smart move. Here's why.

Should I Own Stock in the Company Where I Work?

Should I Own Stock in the Company Where I Work?

Buying a company stock at a discounted price can also be worthwhile—if you remember to diversify as soon as possible.

Recent Articles

Part Two: When Selling IPO Stock, Don’t Let Taxes Stand in Your Way

After an IPO, it's time to divest and diversify as efficiently as possible. Don't let the fear of taxes prevent you from making a smart move. Here's why.

Part One: The Case Against Holding Company Stock

Three years out, the median IPO stock underperformed by 18% as compared to a diversified Betterment portfolio with 90% stocks. Take a look at the data.

Stock Options & Investing: What You Need to Know

For the most part, your company stocks and options shouldn't affect your investing portfolio. Here's why.