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Posts Tagged ‘inherited stock’

20 Second Advisor: Concentrated Wealth – A good thing until it’s not.

By Thad Gilliam, CFA, CFP® | August 30, 2022 | 0

I was in a meeting last week with a group of other local financial advisors. One of the advisors shared a story about a prospect (from long ago) that was a Yahoo executive. At the time, Yahoo stock was soaring. The advisor begged the prospect to diversify and engage in a strategy that would reduce…

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