Got company stock? Read this.

I often spot a big red flag in portfolios...

I meet with a lot of executives, managers and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios... They have lots of money tied up in the stock of the companies they work for. The buildup may have occurred in their personal investing accounts, their retirement plans, or through an employee stock ownership plan. No matter how it happens, though, concentrating too much money in one stock is always a risk—and one that's often overlooked when the concentration is in the company's shares. Your present income already depends on the success of the company you work for. Don't let your future income rely on it too. Read the full article to learn my recommendations on what to do next if you have a major portion of your portfolio tied to your company stock. READ MORE A Blueprint for Building Your Financial Plan Financial success isn't magic—it's engineering. All you really need are good systems in place to help make good money decisions. In this recent review with Karen Wallace from Morningstar, I share: The key to investment success One system for your finances that is crucial for building wealth How to prioritize different financial goals such as saving for retirement and paying off debt—without living in a spreadsheet    See the interview with Karen, including the full transcript to learn all the above in just 11 minutes! WATCH THE INTERVIEW

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Peter Lazaroff, P.O. Box 440113, Saint Louis, MO 63144, United States