Listen "Episode 29 | Concentrated Stock Positions"
Episode Synopsis
🤝 Welcome to Episode 29 of Living Richly with Curo!
In this episode, we discuss concentrated stock positions. 📊
🔑 We'll explore what qualifies as a concentrated position, the pros and cons, and strategies to manage or diversify these holdings—and more.
Live richly!
Check out our episode about Donor-Advised Funds (DAFs): https://youtu.be/E3cUSFfkyAI?si=DorMNIqGeENhlPgM
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Stocks
In this episode, we discuss concentrated stock positions. 📊
🔑 We'll explore what qualifies as a concentrated position, the pros and cons, and strategies to manage or diversify these holdings—and more.
Live richly!
Check out our episode about Donor-Advised Funds (DAFs): https://youtu.be/E3cUSFfkyAI?si=DorMNIqGeENhlPgM
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Stocks
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