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BRIDGING THE GAP

Personal advice and wealth management.

How Much ExxonMobil NUA Stock is Too Much? Thumbnail

How Much ExxonMobil NUA Stock is Too Much?

Mae West, an iconic 20th century American actress, singer, comedian and sex symbol, reportedly once said “Too much of a good thing is wonderful.” We’re pretty sure Mae wasn’t talking about net unrealized appreciation (NUA). But Mae’s observation raises a valid question. “Can there be too much of this good thing, this NUA?”

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