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The Blog

Weekly insights on the markets, economy, and financial planning

Concentrated Stock Can Be Hazardous To Your Wealth

Concentrated stock can be hazardous to your wealth 1

First, we must ask “What do we consider a concentrated stock position?” The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic prospective.

Sell in May and Go Away!

Sell in May and Go Away 1 844×480

Many investors have heard this saying before, but the evidence shows you are much better off just staying invested in the long-run.

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