With the decade-long runup in equity prices, particularly in the technology sector, it’s not unusual for investors to have a concentrated, appreciated position in a single stock. How can advisors help these clients diversify such positions and lower their overall portfolio risk without exposing them to a painful capital gains realization?
In this webinar, we’ll look at five strategies for unwinding concentrated stock positions as well as a sample allocation. Topics include:
- How concentrations are built
- Five strategies for managing concentrated stock
- Sample allocation
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Senior Strategy Specialist
Davis Janowski - Host