Be WELLthy Blog

Concentrated Stock Position Strategies

By Katy McDonald, CFP^® | Jul 03, 2025 |

Discover how to manage concentrated stock positions effectively. Assess risk, diversify, and consider tax implications for a balanced portfolio.

June 30, 2025 |

Love is blind, but marriage reads the fine print. Here’s how couples make finances work — without losing the romance or the receipts.

June 26, 2025 |

Explore our Complete Guide to Medicare for valuable insights and information on healthcare coverage options.

June 23, 2025 |

Washington State has raised capital gains and estate taxes. Here's what's changing — and how to plan with intention.

June 19, 2025 |

If you’re 65 and getting coverage through your employer, it's easy to neglect the Medicare paperwork. But putting it off could have financial…

June 16, 2025 |

Seattle's rising wealth is driving a shift from accumulation to value-based investing and wealth alignment with what matters most.

June 11, 2025 |

A concentrated stock position may be a growth driver for employee balance sheets, but it's not always the optimal approach to manage wealth.

June 09, 2025 |

Nike stock options let employees choose between Restricted Stock Units, Non-Qualified Stock Options, or a mix of both.

June 05, 2025 |

A mega backdoor Roth allows some high-earners to save additional cash for retirement. Here's how to know if it makes sense for you.

June 02, 2025 |

Selling real estate? Reduce capital gains tax on real estate and keep more of your profits when looking to divest.