Ready Before the Window Opens

We were ready to sell some company stock.

The client held a large amount in one company, and reducing it made sense.

But we still needed to confirm when they were allowed to trade.

So we worked on everything else first.

• We moved the shares into the account.
• We reviewed the cost basis for each group of shares and which lots might create the smallest tax bill when sold.

Then we waited.

Sometimes the work is getting everything ready so that when the right window opens, you already know what you want to do.

"Good things sometimes take time."