A new decade always comes with a slew of predictions that can be scary for small business owners. Without a crystal ball, you might feel helpless. There are three practical steps you can take to protect yourself from whatever the coming years will bring: Strategy #1: STOP TRYING TO TIME THE MARKET Many founders […]
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Concentrated Stock Positions: Considerations and Strategies
Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefited from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have […]