Category: Navigating Wealth

Are you within 10 years of retiring from a Fortune 500 company? If so, you may feel confused, intimidated, or anxious when you think about your employee benefits. Don’t worry, we’ve got you covered! In this Podcast, hosts Chad Broberg and Todd Gillingham from the Landmark Wealth Management Group, will break down complex benefit plans AND give you tangible ways to maximize your benefits. This podcast will help ensure you’re on the right path to hitting your financial goals and will equip you with the answers you need to live abundantly in retirement.

Concentrated Investments (Ep.8)

Concentrated Investments (Ep.8)

What is a concentrated investment? Do you have any?

In this episode, Tom Selbo discusses the problem of having a concentrated investment position and why oftentimes why people don’t consciously choose to. He also explains some common pitfalls when it comes to stocks and real estate. 

Tom discusses:

  • A definition of a common concentrated investment
  • What’s so bad about having one concentrated position
  • Two strategies for approaching a concentrated investment position
  • And more

Connect With Tom Selbo:

  • 408-984-8777

 

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.