Jim is an executive at a large publicly traded insurance company. As part of his compensation every year, he is granted stock in his company. And, as part of our annual review, we talk about it. How much stock should Jim own? Should he sell it? Gift it? Or keep it?
Often, Jim thinks his company stock has room to grow. I find that is quite common. In my experience, most owners of their company stock tend to believe their stock is above average.
