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Concentrated stock positions

Concentrated Stock Positions White Paper

May 8, 2019

We are excited to present a very informative and concise White Paper written by Marcus Dusenbury, Financial Advisor and Stock Option Specialist. To read the complete White Paper, click below:

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Concentrated Stock Position Series, Part 3: Employee Stock Purchase Plans (ESPPs)

January 29, 2019

Written by Marcus Dusenbury, Financial Advisor So, your employer offers an Employee Stock Purchase Plan . . . now what? Employee Stock Purchase Plans (ESPPs) have continued to gain prominence over the past 20 years.  As with many stock incentive programs, they first gained popularity in the tech and biotech sectors, but can now be found…

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