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After six years of strong performance and unusually calm markets, volatility picked up in 2015 and returns were flat or down for asset classes across the board (see chart below).  The S&P 500 Index ended the year at about the same place it started but with plenty of ups and downs in between.  

It is not unusual for executives to acquire large positions in their company’s stock through long-term participation in their 401(k) plan. In fact, for someone who has worked at a company for thirty or forty years, their account balances can be in the millions.

If you receive a severance package, you may have financial questions that need timely answers. This paper will address ten key areas that Executives and Associates of The Coca-Cola Company (TCCC) should focus on during a job transition period.

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Video Perspectives

Insights from our wealth management advisors

  • Investing in the Current Market Environment
    January 21, 2015
  • The U.S. Dollar Rally - Implications for Investors
    October 10, 2014
  • 5 Financial Tips for TCCC Associates
    January 31, 2014