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Are You Over-Concentrated? Diversify Your RSUs Tax-Smart.

Get the Fiduciary Checklist: 7 critical investment questions tech employees must ask before vesting.

  • The 10% Risk Threshold: Immediately check whether your company’s stock concentration exceeds the widely recognized risk benchmark.
  • Prevent the Wash Sale: Learn the exact timing rules that can trigger the wash-sale penalty when selling shares at a loss near a grant date.
  • Blackout & Trading Rules: Identify any trading windows or blackout periods that could derail your diversification plan before you even start.
  • Downside Protection: Discover the basic investment strategies that could offer a safeguard while you hold concentrated shares

Disclaimer: This checklist is for educational use only and does not constitute financial, tax, or legal advice. Consult a qualified professional for your specific situation. Unleashed Financial, LLC is a registered investment advisor in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.