In this episode of The Human Side of Wealth podcast, the team unpacks one of today’s most common challenges for investors: concentrated stock positions. Andrew, Chris and Alden explain how long-term market success, equity compensation and loyalty to familiar companies can unintentionally turn one stock into a large portion of your portfolio. 

The conversation explores how concentration risk develops, why it’s often driven by behavioral and emotional factors, and the common objections investors face when considering diversification. The team also walks through a practical toolkit for addressing concentration, including tax-aware strategies, direct indexing, option techniques, charitable gifting and thoughtful long-term planning. 

Watch now to learn how managing concentration risk is about protecting your success and aligning it wealth with your long-term goals.