Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Zajac Group
MARCH 20, 2023
It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified portfolio. Often, you can’t have both, and by trying to be tax efficient, you may end up with less overall wealth should the stock price go down.
98 
Let's personalize your content