Description

Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.

Listen now and learn:

• Why investors tend to avoid diversifying concentrated stock positions 
• Four ways to diversify concentrated stock positions
• How SMAs supercharge tax loss harvesting efforts to offset capital gains
• When more advanced strategies such as exchange funds or option collars are best

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.