Tag
direct-indexing
2 posts tagged direct-indexing
- RSU Management·
What to do with vested RSUs: the diversification playbook for US employees
Vested RSUs leave you over-concentrated in one stock that also signs your paycheck. The diversification playbook: sell-at-vest math, completion portfolios, direct indexing, exchange funds, and 10b5-1 plans.
- US Investing·
Direct indexing to unwind concentrated employer stock
Use a direct-indexing account to harvest losses, exclude your employer stock, and fund the diversification of a concentrated RSU position over several years.