Employer stock is widespread, yet frequently misunderstood. Download this guide to learn:
Key differences between stock options, restricted stock, and stock purchase plans
Understanding the value of your stock
Important tax considerations
How to turn your stock into a cash windfall
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Whether you’re planning to buy a home, looking to save for retirement, or ready for your investments to be professionally managed, Paceline can help you:
No sales commissions - Paceline is a fiduciary and accepts no sales commissions – meaning we’re always working solely in our clients’ best interest
Real Investment Experience - With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack
Personal Touch – We believe in developing strong 1:1 relationships with our clients for a tailored, personal investment strategy
