Managing a Concentrated Stock Position
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 3rd, 2014
In the city of Houston, we are blessed to have more than our fair share of successful businesses. Because of that, at STA Wealth, we work with a lot of business owners and executives where a large holding of a single stock that dominates their portfolio. With that concentration, challenges in terms of helping them
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