Short and concise. Thank you. Say my stock offers dividends is it better to hold on if I'm not concerned about the stock dropping in price? Would it be better to hold knowing I'm getting the stock cheaper during the next period?
It depends on your overall risk tolerance and tax situation. I’m not sure the dividend factor should really hold a high priority in this case. Instead, simply consider the risk you take on holding your stock vs the tax advantages you may gain/lose.
@@wealthfrontvideos my dad bought many shares over many years in a very large regional bank. Probably in the 9000 10,000 share range. Some sold off over the years, My dad has been dead for 14 years My mom still holds around 6000 shares, And collect about $36,000 in dividends per year. Nice income supplement. What will we be even nicer? If the laws don’t change and her four kids inherit 1500 shares each with step up in cost. No way is she selling anything?
Hi, thank you for the video. If there are 2 offering periods and the stock price just keeps dropping, and my company has a lookback provision, will I get to purchase the stock at the lower of the entire 12-month period? Let's say Period 1 Start = 10$ Period 1 End = 9$ Period 2 Start = 9$ Period 2 End = 8$ Will my Period 1 shares be bought at a 15% discount of 9$ (end of period 1) or of 8$ (end of period 2)?
I know ppl that retired rich from their employee stock . They just held on to it for years . Lucky bastards !
June 31st - I think it's time to change your calendar
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Short and concise. Thank you. Say my stock offers dividends is it better to hold on if I'm not concerned about the stock dropping in price? Would it be better to hold knowing I'm getting the stock cheaper during the next period?
It depends on your overall risk tolerance and tax situation. I’m not sure the dividend factor should really hold a high priority in this case. Instead, simply consider the risk you take on holding your stock vs the tax advantages you may gain/lose.
My follow up question 😂
@@wealthfrontvideos my dad bought many shares over many years in a very large regional bank. Probably in the 9000 10,000 share range. Some sold off over the years, My dad has been dead for 14 years
My mom still holds around 6000 shares, And collect about $36,000 in dividends per year. Nice income supplement. What will we be even nicer? If the laws don’t change and her four kids inherit 1500 shares each with step up in cost. No way is she selling anything?
Hi, thank you for the video.
If there are 2 offering periods and the stock price just keeps dropping, and my company has a lookback provision, will I get to purchase the stock at the lower of the entire 12-month period?
Let's say
Period 1 Start = 10$
Period 1 End = 9$
Period 2 Start = 9$
Period 2 End = 8$
Will my Period 1 shares be bought at a 15% discount of 9$ (end of period 1) or of 8$ (end of period 2)?
Thank you for a very detailed sharing
Thanks for watching!