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What To Do With a Concentrated Stock Position

522
by Derick Kann
Wednesday, March 22, 2017

Many investors receive company stock or stock options from their employer as part of their overall compensation. What may seem like a small part of their overall portfolio, company stock can become a much larger part of an investor’s overall assets as time goes on, ...Read More

Archive

  • Investment Shock Absorbers

    691
    by Jim Parker, Dimensional Fund Advisors — Monday, February 27, 2017

    Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace ...Read More

  • 2017 Contribution Limits

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    by Tom Allen and Mark Hebner — Thursday, February 23, 2017

    The beginning of the year is a great time to remind investors of the contribution limits for various savings vehicles in order for them to maximize their ...Read More

  • IFA By the Numbers - 2017

    1,063
    by Mark Hebner — Tuesday, January 31, 2017

    As we begin 2017, it has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the ...Read More

  • Managing Investor Expectations

    1,014
    by Mark Hebner — Wednesday, January 18, 2017

    Expectations can be a double edged sword. On one side, expectations represent what is most likely to take place, which can have practical value when talking ...Read More

  • A Look Back at 2016

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    by Weston Wellington — Monday, January 16, 2017

    Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive ...Read More

  • Retirement Funds: The "Off Limits" Money

    1,274
    by Tom Allen and Mark Hebner — Wednesday, December 28, 2016

    Saving for retirement, let alone saving enough for a retirement, is a difficult endeavor for most investors. With the majority of baby boomers being ...Read More

  • Targeting Premiums & Diversification

    1,338
    by Tom Allen and Mark Hebner — Tuesday, November 29, 2016

    Diversification provides many benefits for investors. Not only can we increase expected returns for a given level of risk, but we can also increase the ...Read More

  • The Power of Markets

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    by Dimensional Fund Advisors — Tuesday, November 1, 2016

    In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the ...Read More

  • IFA By the Numbers - 2016

    5,573
    by Mark Hebner — Monday, October 31, 2016

    It has become a tradition that we reflect on the prior year by collecting our IFA statistics (or, what has grown to be known as IFA By the Numbers) on the ...Read More

  • The 3rd Quarter of 2016 in Review [VIDEO]

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    by Tom Allen and Mark Hebner — Friday, October 21, 2016

    The 3rd Quarter of 2016 was a great example of the disconnect between markets and economies that many often believe are closely tied together. While economic ...Read More

  • The Importance of Hiring a Fiduciary

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    by Tom Allen and Mark Hebner — Wednesday, September 21, 2016

    Index Fund Advisors embraces the responsibility of putting our clients’ best interest first and foremost.  Being beholden to the fiduciary standard ...Read More

  • Luck vs. Skill: An Update!

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    by Tom Allen and Mark Hebner — Thursday, August 25, 2016

    The active fund industry is a marketing machine; ready to pitch short term outperformance as an indication of manager skill. Investors subsequently make a ...Read More