COVID-19 Alert: Blue Water Capital Management, LLC is still open during these stay-at-home orders. We are working from home offices and using remote meetings, but everything else is the same.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Company Stock

Company Stock

Company stock is often acquired through an ESPP (Employee Stock Purchase Plan), stock options or restricted stock plans, and/or part of a company’s match in their 401(k) plan. Company stock can be very rewarding, but its lack of diversification can be risky as well. If you want to sell some of your company stock, there may be challenging time constraints and tax consequences to consider.

Like with other limitations, we try to work the portfolio allocation around it and keep it in consideration when making other investment choices. We can develop a plan to divest of your company stock over a number of years.