Diversify Your Concentrated Position

Diversify Your Concentrated Position: Help lower volatility, increase portfolio predictability and potential reduce taxes Written by Terri Getman J.D.*, CLU, ChFC, RICP, AEP (Distinguished) A hallmark of wise planning is to diversify risk across a range of assets and asset types because any one asset or asset class might underperform in a given year. Diversification […]

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