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Tag Archive

Below you'll find a list of all posts that have been tagged as “stock market”

Unintentional Stock Concentrators

Do you unintentionally concentrate your portfolio on one stock?  Most people don’t realize its’ even happening.   I view a concentration issue as having more than 20% of your portfolio in 1 stock. My office is located in a heavy technology company area.  These tech companies have all sorts of retirement and stock plans, including:  ESPP, RSU, Stock Options, Profit Sharing, …

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Recent Posts

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  • Are You Paying Too Much in Taxes on Your Investments?
  • Roth Conversions in 2025: A Smart Move Before Potential Tax Hikes?
  • Tax Planning Strategies for High-Income Earners Before 2026

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