Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

In episode 10, Brett Croft guides clients on managing portfolio risk, focusing on strategies for concentrated stock positions, such as exchange funds to diversify without triggering capital gains taxes. He discusses balancing risk and other diversification methods like charitable trusts. Tune in for actionable insights to optimize wealth and reduce single-stock exposure.Send us a question to: [email protected]: www.croftfinancialplanning.comProduced by 32Q LLC

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Episode 10: Thinking About Risk, Options for Handling Concentrated Stock Positions, Exchange Funds

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This episode was published on August 28, 2025.

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