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  1. Wealth Management
  2. /Executive Planning Strategies

Executive Planning Strategies

Stock Option Strategies

Outright Sale of a Concentrated Stock Position

Selling Covered Calls

Purchasing Put Options

Using an Equity Collar to Manage Concentrated Risk

Managing a Concentrated Stock Position With a Variable Prepaid Forward Contract

Selling Restricted Shares with a 10B5-1 Trading Plan

Using a Blind Trust to Sell Restricted Stock

Gifts of Stock

Concentrated Positions and Donor-Advised Funds

Selling a Concentrated Position Using a Charitable Reminder Trust

Donating Concentrated Stock to a Private Foundation

Recommended Resources

Stock Option Analysis

Executive Overview

This communication is strictly intended for individuals residing in the states of AL, AZ, CO, CT, DE, FL, GA, HI, IL, IN, KS, MA, MN, NC, NM, NV, NY, OH, OR, PA, PR, SC, TN, VA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Cummings Wealth Management Group 1275 Ben Sawyer Blvd, Suite A, Mount Pleasant, SC 29464 | P843.884.9898 | F843.884.8798