10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading

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The Executive Financial Planning Podcast

Balanced Wealth Group

44 episodes

1 day ago

Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

Investing

Business

RSS

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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

Investing

Business

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10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading

The Executive Financial Planning Podcast

26 minutes 28 seconds

1 month ago

10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading

Do you hold a position, or work for a company that has blackout periods around selling your company stock?

Do you get worried about trading your company stock with the knowledge you have and following Insider Trading guidelines?

Join host, Matt Daugherty, as he discusses 10b5-1 trading plans and how you can set up pre-determined trading decisions around your company stock to reduce your anxiety when it comes to these decisions!