Should I invest in company stocks?

If your company offers an employer stock purchase plan, stock options, or restricted stock units, you might not want to turn down the opportunity to invest in company stocks. However, it’s important to be strategic when analyzing these options since your salary, healthcare coverage, and other company benefits all come from the same place. You want to make sure you are not over-concentrating your assets on one source. If something happens to this company, your assets might be in jeopardy. When your shares do vest, we believe it’s important to focus on diversifying your portfolio. With this in mind, depending on your situation, investing in company stocks can be a smart move.

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Michaela Dowdy
Financial Planning Associate, Wiser Wealth Management

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By Published On: September 15, 2023

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