Posts about The Trusted Investment Advisor (6)

Stock Concentration: Risk and Opportunity

I’ve been advising StratiFi on its risk assessment and risk management software offering in large part because it encompasses stock concentration in its risk metrics.  Over many years I’ve advised hundreds of clients and have spoken to thousands – in client and professional audiences – on the topic of managing stock concentration.  I’ve also written extensively on the topic (Managing Concentrated Stock Wealth: An Adviser’s Guide to Building...