ExxonMobil Insights

Doug Garrison

Partner

ExxonMobil

4 Strategies to Deal with XOM Stock in the EMSP

ExxonMobil stock is at near-record levels. For many, selling stock now presents a dilemma. If you’re a retirement-eligible employee and you don’t want to sell shares of XOM at these high prices, hoping the upward trend continues, what are you to do? If you plan to leave ExxonMobil and you’ve got XOM stock in your EMSP, what’s the right strategy?

Doug Garrison

Partner

ExxonMobil

4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

ExxonMobil employees often sign up for the EMSP because a supervisor or a more tenured colleague tells them it’s a good thing to do. But many participants continue to contribute without thinking through a Savings Plan goal or strategy. Have you considered these four questions?

Doug Garrison

Partner

ExxonMobil

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.”

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?”

Doug Garrison

Partner

ExxonMobil

6 Questions If You’re Within 5 Years of Retirement at ExxonMobil

If retirement is only five years or less away, you should have a pretty good notion of what life will look like for you in this next chapter. With so many moving parts, it’s important to think through the implications of the various decisions you’ll make. Have you considered the following six questions?

Doug Garrison

Partner

ExxonMobil

4 Investing Mistakes in the EMSP

Learn from the mistakes of others? Our blogger reflects on investing mistakes he’s seen participants in the EMSP make over the past forty years.

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