• 4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

  • Oct 24 2024
  • Length: 34 mins
  • Podcast

4 Ways to (Tax-Efficiently) Diversify Concentrated Investments

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  • Summary

  • Today, I'm talking about navigating the risks of concentrated investments.

    Specifically, Peter Lazaroff, CIO of Plancorp, joins me to answer three BIG questions:

    ➤ How do you know if you have a "concentrated investment?"

    ➤ What are some little-known risks investors aren't considering?

    ➤How do you (tax-efficiently) diversify concentrated investments?

    I also share a specific exercise investors can follow to decide if they should sell some or all of their concentrated holding(s).

    ***

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    ***

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