Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)
Автор: Thomas Kopelman
Загружено: 2025-09-12
Просмотров: 547
Описание:
In this episode, I'm joined by Ben Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a concentrated investment, this episode is for you. We break down:
The importance of having a clear financial plan
Options-based strategies (like covered calls and collars)
Charitable strategies to reduce capital gains taxes
Direct indexing and long-short strategies for tax efficiency
Exchange funds and Opportunity Zone funds as diversification tools
-----------
✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
