Single Stock Risk

Written by: Ryan Bouchey

We recently wrote an article exploring  single stock risk for the Saratogian. Below you will find an excerpt from the article along with a link to access the full article.

 

We often talk with clients about single-stock risk and how it can significantly impact savings goals if not managed appropriately. Having a concentrated position in one company can arise from a number of scenarios – greatly appreciated stock overtime, stock-options from your employer, corporate retirement savings plan or maybe from an inheritance. Regardless of how you accumulated the concentrated position, it’s important to realize and understand the risks associated with holding a large percentage of your wealth in a single company’ stock.

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