From Our President, Helpful Advice, How to Invest

Company Stock – The Downside

One of Diversified, LLC’s specialties is working with executives at many different fortune 500 companies. Many of them receive a...

Financial Facts, From Our President

Equity Award Planning Part 3 of 4: Strategies for Handling Company Stock Options

Let’s dive a little deeper. Here are a few of my favorite Equity Award Planning strategies.

Financial Facts, From Our President

Equity Award Planning – Part 1 of 4 Stock Options

Tis the season of equity awards grants - truly an exciting time! What better time to revisit stock options and...

Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.