Unwinding A Highly Concentrated Position in Equities

from Podcasts – Mercer Advisors · host Doug Fabian - Economic Freedom Expert

Do you have a highly concentrated position in a stock, mutual fund or exchange-traded fund (ETF)? Do you have a plan in place to reduce the risk and manage this position in a tax-efficient manner? - In a recent episode of the Science of Economic Freed...

Episode metadata supplied by the publisher feed · Published Sep 13, 2018

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Unwinding A Highly Concentrated Position in Equities

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