Search found 3 matches

by jmangi5
Sat Mar 18, 2017 5:47 pm
Forum: Investing - Help with Personal Investments
Topic: ESPP Strategy & Advice
Replies: 9
Views: 661

Re: ESPP Strategy & Advice

Well, the flaw in your plan is this: What if the stock drops to the point that it's below your "buy" price for shares you're holding? Jack - You make an excellent point; however, one of the benefits of my employer's plan is that the share price is determined by taking the lower close pric...
by jmangi5
Sat Mar 18, 2017 12:11 pm
Forum: Investing - Help with Personal Investments
Topic: ESPP Strategy & Advice
Replies: 9
Views: 661

Re: ESPP Strategy & Advice

The plan sounds ok to me, as you are trying to achieve 2 things: reduce your exposure to the company's stock, and take advantage of the discount for the $25k worth of shares each of the next 3-4 years. What I would also suggest is to take the payroll contributions you used to make to purchase ESPP ...
by jmangi5
Fri Mar 17, 2017 12:47 pm
Forum: Investing - Help with Personal Investments
Topic: ESPP Strategy & Advice
Replies: 9
Views: 661

ESPP Strategy & Advice

Hello fellow Bogleheads! I'm a longtime lurker, and first time poster. I've learned quite a bit from this forum after reading a number of member posts, and I'm hoping I can obtain some community advice. My question is regarding ESPP strategy. My company allows its employees to purchase common stock ...

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