Equity Compensation: Are You Taking Too Much Risk?

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle are joined by Jason Nickerson, CFP®, EA, President and CEO of John G. Ullman & Associates, to discuss one of the most complex areas of financial planning: equity compensation. As markets reach new highs, many employees may find themselves holding a significant amount of company stock through equity compensation programs. But owning a concentrated position in the company you work for creates unique planning considerations—especially when your income, benefits, and investments may all be tied to the […]