Aug. 18, 2021

Tech Money Podcast: The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer

Your equity compensation can have an outsized impact on your overall portfolio, so it is key to set your strategy ahead of time and find tools that will help you stick to your plan to diversify. In this episode, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss … Continue reading 18. The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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