Single-Stock Diversification Strategies

Investment Management

Learn how to limit risk and save taxes when diversifying a concentrated stock position.A portfolio that is top-heavy in one security poses tremendous downside risk, so it’s critical to employ diversification strategies.These strategies can help an investor hedge, monetize, and diversify out of a concentrated equity position while deferring capital gains tax.

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Deciphering Investment Terminology

Investment Management
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Learn more about Sharpe ratios, beta, standard deviation, and other investment terms.The Sharpe ratio measures a security’s risk-adjusted return.Beta measures the volatility of a security relative to a relevant benchmark index.While these measurements can be hard to understand at first, they are important tools for comparing potential investments.Are you confused by some of the terms analysts use to quantify risk and performance? Here’s a quick guide to some of the most common measurements.

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Changing Jobs? Options for Your 401(k) Plan

Investment Management
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Make the smartest decisions for your retirement plan as your career evolves.Employees who leave their companies have several options when it comes to their 401(k) plans, and each option has advantages and disadvantages.Options include keeping your existing plan where it is and starting a separate one at your new company, rolling it over to an IRA, or transferring it to your new company’s plan.

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