Jon Lawton

Managing Partner, CFP® at OpenAir Advisers
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As a Partner, Jon takes an active leadership role with the firm’s Investment Committee, helping to set investment policy and strategy. He is consistently and wholly dedicated to providing the highest level of client service and always works to ensure that a comprehensive and customized wealth plan is established, implemented, and maintained.

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  • These perks can be a great way to utilize all of your company benefits. A general rule is to never have more than 5% of any one stock inside a retirement plan for someone approaching retirement. If you have more, you could run the risk of higher losses. For instance, say you have 50%, 80% or even 100% of the 401(k) invested in company stock. “Not only do you have market risk, but you now have company specific risk as well. Owning company stock as a portion of your total retirement plan can be a valuable and profitable part of your portfolio if it aligns with your overall risk.

    16 February 2022
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    16 February 2022
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