Planning
Planning content
Wealth management
Options are one way to help your clients manage risks associated with concentrated positions, if an investor wants to keep some, or all, of the highly concentrated stock. Learn some strategies that can help your clients manage their concentrated positions.
Wealth management
Long-short extension strategies are equity strategies that combine a diversified long portfolio with a short portfolio, typically resulting in 100% net equity market exposure. Help your clients understand the risks and opportunities to utilizing a long-short strategy.