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Stockreport

As tech stocks soar, executives use exchange funds to diversify wealth without selling [CNBC]

Northern Trust Corporation (NTRS)  More Company Research Source: CNBC
Last northern trust corporation earnings: 4/21 07:29 am Check Earnings Report
US:NASDAQ Investor Relations: northerntrust.com/about-us/investor-relations
Key Points Rather than selling stock to reinvest, shareholders can use exchange funds to diversify and defer capital gains taxes. Investment strategists to the wealthy said the funds can be a tool for wealth transfer, but getting clients to hedge their bets is often a hard proposition. Yuichiro Chino | Moment | Getty Images For executives and founders who have gotten rich off one stock, sometimes it is possible to have too much of a good thing. While the tech stock boom has meant a windfall for employees at high-flying companies, it's risky to have too much of your net worth tied up in one stock. Some advisors ascribe to a 10% rule of thumb — meaning no one stock or asset should make up more than 10% of a portfolio. “It represents both the biggest risk and biggest opportunity for that client,” said Rob Romano, head of capital markets investor solutions at Merrill. Founders and long-time employees who want to diversify their portfolios can face steep capital gains taxes [Read more]
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Stockreport

As tech stocks soar, executives use exchange funds to diversify wealth without selling [CNBC]

Northern Trust Corporation  (NTRS) 
More Company Research Source: CNBC
Last northern trust corporation earnings: 4/21 07:29 am Check Earnings Report
US:NASDAQ Investor Relations: northerntrust.com/about-us/investor-relations
Key Points Rather than selling stock to reinvest, shareholders can use exchange funds to diversify and defer capital gains taxes. Investment strategists to the wealthy said the funds can be a tool for wealth transfer, but getting clients to hedge their bets is often a hard proposition. Yuichiro Chino | Moment | Getty Images For executives and founders who have gotten rich off one stock, sometimes it is possible to have too much of a good thing. While the tech stock boom has meant a windfall for employees at high-flying companies, it's risky to have too much of your net worth tied up in one stock. Some advisors ascribe to a 10% rule of thumb — meaning no one stock or asset should make up more than 10% of a portfolio. “It represents both the biggest risk and biggest opportunity for that client,” said Rob Romano, head of capital markets investor solutions at Merrill. Founders and long-time employees who want to diversify their portfolios can face steep capital gains taxes [Read more]
IMPACT SNAPSHOT
EVENT TIME:
NTRS
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS