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Concentrated Stock: Understanding the Associated Risks
As an employee working in the tech industry, where compensation in the form of company equity is common, it is customary to have a large portion of your assets held in a concentrated position, meaning you own shares of a stock that represents a large percentage of your investment portfolio.

Portfolios with a concentrated position have associated risks. The greater the amount of risk you are willing to take, the greater the potential reward. However, you also risk significant loss. One way to assess the level of risk you are comfortable taking is evaluating how the outcome may affect your current or future lifestyle.

During the webinar, we'll discuss how a financial plan may provide the context you need to confidently keep or sell your shares and outline a handful of risk reduction strategies to provide additional peace of mind.

Nov 2, 2021 01:00 PM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Freestone Capital.