Holding a significant portion of your wealth in just one or two stocks can be both an opportunity and a risk. Whether your concentrated position comes from stock-based compensation, long-term holdings, or inheritance, navigating the right approach to diversification is crucial to protecting and optimizing your wealth.
For this Compound Conversation, we will be joined by the Cache team to break down the challenges of concentrated positions and explore the full range of diversification strategies available—tax-efficient selling, direct indexing, exchange funds, charitable giving, and more. We’ll also discuss the trade-offs of each approach so you can make informed decisions about how to diversify without unnecessary tax burdens or liquidity constraints.
Key Takeaways:
✅ Why concentrated stock positions create both opportunities and risks
✅ The pros and cons of common diversification strategies, including tax-loss harvesting, direct indexing, and charitable giving
✅ How exchange funds work, their tax advantages, and when they might be a good fit
✅ Key considerations when selecting a diversification strategy, including tax implications, liquidity needs, and market exposure
✅ How new solutions are making diversification more accessible and cost-effective
If you’re navigating a concentrated stock position, this webinar will help you understand your options and take control of your financial future.
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.