Apr 28, 2020
Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy. If you’d like to learn more, please be sure to contact us to explore your own situation.
Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to email@example.com or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and LinkedIn.
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