Should I rebalance my company ESOP plan?

By |2023-11-16T16:18:45+00:00November 9th, 2023|401k|

Employee Stock Ownership Plans (ESOPs) are a type of retirement plan that allows employees to own a stake in their company. ESOP plans invest primarily in employer stock, and the value of the plan is tied to the performance of the company. Over time, the value of the employer [...]

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Do I have too much in my Lockheed Martin ESOP?

By |2021-01-15T15:12:38+00:00May 1st, 2018|401k|

"Do I have too much in my Lockheed Martin ESOP?" is another common question I get when reviewing 401k statements with clients. Those clients usually fall into two frames of mind: Either "I have no idea and don't have the time to look at it" or "I love Lockheed [...]

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