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.