Highly Appreciated Concentrated Stock Positions

Wealth

Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As you might guess, there are a variety of ways to manage this situation. Jeff and I discuss this on today's podcast. Send topic suggestions or questions to [e-mail]. After our show, if you want to learn more about our services as wealth advisors, read our education series, or set up a meeting we can be found on twitter, facebook, linkedin and on the web at polarisgreystone.com, lastly don’t forget to rate and subscribe on iTunes and Soundcloud. Music is credited to bensound from bensound.com Disclosure: Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.