MACRO Consulting Group

Avoiding the Pitfalls of Owning Your Employer’s Stock

One common perk of working for a publicly traded company is the opportunity to earn and/or purchase company stock as part of your employee benefits package. While having stock privileges is a benefit, it is important to take a step back from that one stock and consider how to strategically incorporate it into your investment portfolio.

Our on-demand webinar, “Avoiding the Pitfalls of Owning Your Employer’s Stock,” discusses ways to maximize the benefits of your company stock’s positive performance and how to protect yourself from the negative impact of a downturn.

MACRO Consulting Group’s Senior Partner Mark Cortazzo, CFP®, CIMA®, and Partner Nick Spagnoletti, Jr., CFP®, guide you through the overall financial and tax consequences of company stock exposure. Also, we provide you with strategies for integrating your company stock into your investment plan so that you can ensure your hard work pays off.

Please fill out the form on this page to receive the webinar.

Download the "Avoiding the Pitfalls of Owning Your Employer’s Stock" Webinar