by mdean | Feb 2, 2026 | Risk
THE CONCENTRATED POSITION PROBLEM Your financial advisor keeps saying: “You need to diversify.” You know they’re right. But every scenario you run shows a significant tax bill just to de-risk your portfolio. Investors who plan head can discover that...
by mdean | Feb 2, 2026 | Risk
THE DIVERSIFICATION DILEMMA There are planning approaches that allow you to diversify while actively managing the tax impact—not just accepting it. This matters if you: Hold stock representing 30%+ of your net worth Are an executive with concentrated...
by mdean | Aug 28, 2025 | Risk
Great Rotation or Pause in Tech Company Dominance? Introduction There has been a lot of attention paid lately to ag market shift where investors have been selling off high-growth technology shares—particularly the “Magnificent Seven” (Alphabet, Amazon,...
