Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)
In this episode, I'm joined by Ben Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a concentrated investment, this episode is for you. We break down: The importance of having a clear financial plan Options-based strategies (like covered calls and collars) Charitable strategies to reduce capital gains taxes Direct indexing and long-short strategies for tax efficiency Exchange funds and Opportunity Zone funds as diversification tools ----------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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