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EP 74 - Tips for Concentration Risk and Volatility

EP 74 - Tips for Concentration Risk and Volatility

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We've seen the market give up quite a bit of gains this year. Maybe after the last decade plus of great years we’ve forgotten that the market can go down. Who knows if we will end the year negative, but right now, things are looking good for those accumulating assets. Not so much for those in retirement or nearing retirement. Regardless, I want to spend a few minutes talking about something I deal with a lot...concentration risk. The emphasis in this episode will be ways to reduce your concentration risk for times like these with down markets and extreme volatility. 

You will want to hear this episode if you are interested in...
  • Defining what concentration risk is [1:06]
  • Stop limit orders [4:07]
  • Looking at charitable giving [6:21]
  • Filling up tax brackets [8:02]
  • ESPP is a quick way to stop accumulation risk [9:27]
  • Be aware of the big picture [11:19]
  • This week’s FLASHBACK [13:47] 
Connect With Dan Johnson
  • https://forwardthinkingwm.com 
  • Subscribe on Youtube
  • Follow on Linkedin

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