Equity Markets in March 2021

A&I Financial Services > Blog > Equity Markets in March 2021

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these.

Concentrated Equity

When you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan for what to do with these investments provides you three big benefits:

Less risk

Unwinding a large stock position to reduce the risk.

Lower taxes

More choice and control over taxes.

Confidence

Able to maintain the right amount of risk for your unique situation.


Concentrated Equity Strategies
We recently created a whole suite of services. Including:

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We can help your friends who have a large amount of money in a single company.
For more on concentrated equity strategies, CLICK HERE

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Podcast: Paying for College
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About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.