Maybe it’s the company where you spent the best years of your career. Maybe it’s shares your parents left behind. Maybe it’s a bet that paid off bigger than you ever expected.
However you got here, you’re sitting on a lot of one stock — and a question you’ve been putting off.
What financial planners call a concentrated position is one of the most common situations we help people navigate. And most people are surprised to learn how many options they actually have.
