In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris
to tackle the challenges of concentrated stock positions and embedded capital gains.
Whether it is legacy shares, inherited assets, or long-held business equity, these situations
can create significant tax and portfolio risk. The team explores smart strategies to manage
exposure, reduce volatility, and navigate tax implications without necessarily selling.
This episode is a must-listen for investors facing concentrated positions or advisors
helping clients preserve wealth while minimizing tax burdens.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
#CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk
#WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging
#AssetAllocation