@titanvest: When employer stock crosses 30% of your net worth, it's time to reassess. The fix isn't selling everything at once — it's strategic trimming over a few years, coordinated around your RSU vests so you're not stacking gains on top of ordinary income in the same tax year. Concentrated without a plan is just risk you haven't named yet. Book a call with our wealth team if you need help.

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Thursday 07 May 2026 13:00:17 GMT
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