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S3EP3: Why Now May Be the Best Time to Sell Your Restricted Stock Units (RSUs)

TechGirl Financial Podcast

English - April 28, 2020 18:28 - 18 minutes - 21.1 MB - ★★★★★ - 5 ratings
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Previous Episode: S3EP2: You Can't Fix What You Can't See
Next Episode: S3EP4: Will Schools Re-Open this Fall?

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.

Episode Links:

Why Now May Be the Best Time to Sell Your Restricted Stock Units Blog Post Schedule a 15-minute chat with the TechGirl Financial Team Contact us

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 protected] 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. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies. 

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