Timing The Sale of Your RSUs

You've likely been told that you can't time the market. Well, in today's world, that's a bit ridiculous. (A point that I elaborate on in my upcoming book.)

If you are highly compensated employee or highly valued employee, and you work for a publicly traded company, you might be granted Restricted Stock Units over time.

And, if you remain at that company and you remain a highly valued employee, you might find yourself with a very concentrated portfolio of company stock.

So, how should you time the sale of some of your RSUs?

Selling company stock is both a financial planning decision as well as an asset management decision. And, given easy access to information - via live stock charts - there is no reason to just blindly sell your RSUs just because you have a financial planning reason to do it. There SHOULD be some timing involved.

#rsu #RestrictedStock

This video, like all of our videos is made to help you understand the reality of what is happening in our nation's economy and how that translates to our stock and bond markets - without the hype and without an agenda. We are a fee-only asset management firm, managing money for discerning investors. If you would like to learn more, you can find our website below. Likewise, you are welcome to follow our Founder and Chief Investment Officer on LinkedIn.

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