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Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds
In episode 10, Brett Croft guides UHNW clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.
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By Brett Croft, CFP®, CFA®, CTFA®In episode 10, Brett Croft guides UHNW clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.