Episode 29 | Concentrated Stock Positions

🤝 Welcome to Episode 29 of Living Richly with Curo!

 

In this episode, we discuss concentrated stock positions. 📊

 

🔑 We'll explore what qualifies as a concentrated position, the pros and cons, and strategies to manage or diversify these holdings—and more.

 

Live richly!

 

Check out our episode about Donor-Advised Funds (DAFs):  https://youtu.be/E3cUSFfkyAI?si=DorMNIqGeENhlPgM

✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!

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