21. Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo

There are ways that you can access the value of your concentrated stock positions and avoid the huge tax bill.  In this episode, Malcolm Ethridge sits down with Anthony LoBalbo, regional manager with Schwab Bank, as they discuss the securities backed line of credit. Malcolm and Anthony discuss how it works and how you could … Continue reading 21. Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo →