26 min
How to Protect Yourself If You Have a Concentrated Stock Position FIN-LYT by EWA
-
- Investing
In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss how individuals with highly concentrated stock positions can take proactive steps to protect themselves. Concentrated stocks are more common than ever, with many individuals finding a significant portion of their net worth tied to company stock, whether through executive compensation packages in tech and manufacturing sectors or large investments in rapidly appreciating stocks.
Matt and Jamison explore the intricacies of this topic against the backdrop of a rapidly changing economic landscape, where the lifespan of companies has drastically shortened, and the average tenure of an S&P 500 company has significantly decreased. They discuss the inherent risks of holding individual stocks within a financial plan, bolstered by insights from a McKinsey study on the shrinking lifespan of companies due to technological advancements and market dynamics.
The episode will also cover specific strategies for mitigating risk and optimizing financial planning around concentrated stocks, including the use of exchange funds, direct indexing, and options like protective puts and collars. Whether you're an executive with significant company stock or an investor with large stock holdings, this episode will provide you with the insights needed to protect and grow your wealth in an ever-changing financial landscape.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Mediahttps://www.instagram.com/ewa.llc/https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss how individuals with highly concentrated stock positions can take proactive steps to protect themselves. Concentrated stocks are more common than ever, with many individuals finding a significant portion of their net worth tied to company stock, whether through executive compensation packages in tech and manufacturing sectors or large investments in rapidly appreciating stocks.
Matt and Jamison explore the intricacies of this topic against the backdrop of a rapidly changing economic landscape, where the lifespan of companies has drastically shortened, and the average tenure of an S&P 500 company has significantly decreased. They discuss the inherent risks of holding individual stocks within a financial plan, bolstered by insights from a McKinsey study on the shrinking lifespan of companies due to technological advancements and market dynamics.
The episode will also cover specific strategies for mitigating risk and optimizing financial planning around concentrated stocks, including the use of exchange funds, direct indexing, and options like protective puts and collars. Whether you're an executive with significant company stock or an investor with large stock holdings, this episode will provide you with the insights needed to protect and grow your wealth in an ever-changing financial landscape.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Mediahttps://www.instagram.com/ewa.llc/https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
26 min