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Podcast: Maximizing Outcomes
Episode: Hedging Risk in a Concentrated Stock Portfolio with Eric Metz, CFA of SpiderRock Advisors (Ep. 31)
Description: Are you an investor with a large amount of money in just a few stocks? Are you concerned about how to protect against a decline in the stock, but also reluctant to diversify due to significant tax consequences? Are you curious about ways to continue to hold the stock while at the same time have a tax efficient way to reduce risk in such a concentrated position?
In this episode, Jim McGovern talks to Eric Metz, CFA, President and Chief Investment Officer from SpiderRock Advisors, offering insights for those aiming to protect the wealth they’ve created....