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 there are investment approaches specifically designed for this problem.

Read on to learn more.

(Examples are hypothetical and for educational and illustrative purposes only. Results are not guaranteed and will vary based on individual circumstances, timing, and applicable tax laws.)

Disclosures

This material is for educational purposes only. All examples are hypothetical and are not guarantees of future outcomes. Investing involves risk, including possible loss of principal. Tax outcomes depend on individual circumstances and may change based on tax law. This material does not provide tax, legal, or investment advice.

Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities. Registration of an investment adviser does not imply a certain level of skill or training.

Call us at KinneyMunro Wealth Advisors. We can help.