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Lisa Brown, CFP®, CIMA® May 8, 2022 11:00:00 AM 1 min read

Taking Stock: Should you own your employer's stock?

The Bright Ideas Podcast with CI Brightworth

Episode #27

Taking Stock with Lisa Brown: Should you own your employer’s stock?

Private equity firms are getting into the business of issuing stock to employees. Is this a good deal for people? Lessons learned from 100 years ago present warning signs that anyone receiving stock from their employer - public or private - needs to be aware of. Lisa shares these lessons and her perspectives in this episode.

 

 

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."