Do you have a highly concentrated position in a stock, mutual fund or exchange-traded fund (ETF)? Do you have a plan in place to reduce the risk and manage this position in a tax-efficient manner?
In a recent episode of the Science of Economic Freedom, we covered the pros and cons associated with a highly concentrated position, or HCP. And while an HCP can help you build wealth, it can also represent both a threat and a challenge to your financial goals.
In this episode of the Science of Economic Freedom, “Unwinding A Highly Concentrated Position in Equities,” we discuss the tactics and strategies needed to extricate yourself from a highly concentrated equity position so that you can add greater diversity to your holdings while also making sure you don’t sustain a massive tax hit in the process.
Topics covered in this episode include:
Plus, much more…
You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.
The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.