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Monthly Archives for: August 2016

Executive Shouldn’t Go It Alone When their Company Goes Public
02 Aug

Executive Shouldn’t Go It Alone When their Company Goes Public

The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments require very little tending – the majority is in his company’s 401(k) account. Free from financial minutiae, Josh is a theatre goer, making occasional excursions to New York to keep up with Broadway’s latest lineup.

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