Resources ‹ Advanced Investing ‹ Company Stock s s Company Stock IPOs, vesting strategies, diversification, and taxes Popular Advanced Investing Questions Select a popular question Does Betterment have commodities? What funds are in Betterment's portfolio? What do I do when the market swings? What is the tax cost to switching investment providers? What are Betterment’s returns? Why is global diversification important? What is index-fund investing? What is the best way to diversify a single stock position? Company Stock Topics Featured Behavioral Finance Company Stock ETFs Portfolio Management Taxes Featured Articles Company Stock Part Two: When Selling IPO Stock, Don’t Let Taxes Stand in Your Way Company Stock Part One: The Case Against Holding Company Stock Company Stock Stock Options & Investing: What You Need to Know Recent Posts Company Stock 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. Read More Company Stock 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. Read More Company Stock 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. Read More Company Stock 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. Read More What Betterment Offers Retirement Solutions at Betterment We provide solutions for every stage of retirement planning. Betterment IRAs Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.