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What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

Author
Centura Wealth Advisory
Published
Wed 09 Mar 2022
Episode Link
https://livelifeliberated.blubrry.net/2022/03/09/what-should-you-do-when-your-wealth-is-tied-up-in-a-concentrated-stock-position-ep-49/

If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position. So, what should you do when a major portion of your wealth is tied up in a single stock? Sean Clark, Director … Read More Read More

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