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Appreciated Stock

Lore and lure of employee stock options

Thursday, November 8th, 2007

The Wall Street Journal ran a story today about a woman who works for Moody’s. Moody’s stock has stumbled with the securitized debt market, and so has the value of her employee stock options. Her financial advisor is quoted as saying, “Options, as part of a portfolio, are often the riskiest asset a client has.” […]

Charitable gift funds

Monday, November 5th, 2007

Update: The Wall Street Journal just ran an informative article about donating appreciated stock. The article is for subscribers only; current clients can request a copy from us. Update 2: Fidelity has published a lengthy research report [Fidelity Gifting Appreciated Securities –pdf] on gifting appreciated securities in lieu of cash. Charitable gift funds offer a […]

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