Tag - concentrated position

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Does Your Stock Position Have a Customized Protection Shield?

Wealth created by holding a single stock over time is a fairly common finding. In fact, as the Sheaff Brock investment team has been traveling to lecture at Financial Planning Association meetings around the country, advisors have continually mentioned the challenge they face helping clients who own a concentrated position in a single stock. Concentrated positions that comprise more than a quarter to a third of your entire portfolio holdings often happen as part of a benefits package for a [...]

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Are You Mr. A or Ms. B.? — Customized Financial Planning Solutions

There are six steps to the financial planning process, the CFP Board explains: Establishing and defining the client-planner relationship Gathering client data, including goals Analyzing and evaluating the client’s current financial status Developing and presenting recommendations and/or alternatives Implementing the recommendations Monitoring the recommendations For any client, financial planning is about a whole lot more than investment selection. But if you happen to be a “Mr. A” or a “Ms. B,” your advisor may need to seek out unique, customized [...]