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How To Manage Risk Exposure And Taxes In Concentrated Stock Portfolios

This is a discussion of some options for reducing risk and unwinding a concentrated stock position that has increased significantly.

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Exchange-funds
Mitigate-taxes
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Options
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Direct-indexing
Tax-loss-harvesting

Tax Efficiency and Diversification: The Benefits of Direct Indexing

While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the tenets behind its use.

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Microsoft
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Direct-indexing
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Morgan Stanley Seminar on Tax-Efficient Solutions

Morgan Stanley Seminar on Tax-Efficient Solutions
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Direct-indexing

Direct Indexing: What Is It and Who Should Invest?

Learn how direct indexing works and how it compares to ETF investing.

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Tax-optimization
Ndividual-investors
Indexing-services
Stocks

Maximizing Wealth: A Strategic Approach To Minimize Capital Gains Taxes On Business Sales - Capital Gains Tax

The sale of a business often represents a significant financial milestone for proprietors. However, the accompanying tax obligations can be substantial.

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Tax
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