The Enviable Dilemma - Concentrated Stock: Hold, Sell, or Hedge?

by Bernstein Wealth Management Research Reports

Investors holding concentrated stock positions must grapple with a number of complex questions. A comprehensive analysis of the key issues:

• The tax cost of selling versus the benefit of diversification
• How much to divest
• Immediate versus staged selling
• Alternatives to sale, including hedging with options

Learn more about managing highly concentrated wealth by downloading this document.