Good day, everyone and welcome to this episode of Ask the CFP®. Are restricted stocks part of your financial picture? These are shares granted to employees as part of their compensation, but they come with certain limitations until specific conditions are met, such as vesting periods or performance milestones. Restricted stocks help align employees’ interests with company growth, offering the potential for significant wealth accumulation. To learn more, please read the linked document.
If you have a question about restricted stocks, or a suggestion for a future Ask the CFP® topic, please email me at dtroyer@monetagroup.com. Thanks for watching!
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