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Well Balanced | Financial Planning, Bucket-Based Investing, Market Perspective, Wealth Management. A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed. Disclosures about our firm and this podcast. Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Thursday Jan 11, 2024
Thursday Jan 11, 2024
Key Take Aways
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A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio.
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Concentration introduces a risk factor to the portfolio where the loss-of-value in a single position could materially impact the overall performance.
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Selling a concentrated position may have tax consequences depending on the type of account where the investment is held.
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Charitable contributions, multi-year disposition planning, and option strategies may be considered to lower potential tax burdens.
*Individual circumstances may vary.
Vector's Joe Grochowski, CFP® and Jason Ranallo, CFA® discuss Concentrated Position inside a portfolio.
Visit our blog for videos and more: vectorwealth.com/posts/fyr-concentrated-position
Regulatory information at vectorwealth.com/regulatory
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