SK Wealth - Episode 22 - Managing Concentrated Positions - a podcast by Matthew Neyland, CFA, CAIA

You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan incorporating tax-planning, investment strategy and risk management will protect your wealth.

Further episodes of SK Wealth's Solutions

Further podcasts by Matthew Neyland, CFA, CAIA

Website of Matthew Neyland, CFA, CAIA