Are My Assets in the Right Location?
Financial Planning Kevin Estes | Founder | Scaled Finance Financial Planning Kevin Estes | Founder | Scaled Finance

Are My Assets in the Right Location?

I often see portfolios where every account is diversified! Such a portfolio is unnecessarily complex… and may not even be diversified although the investor thinks it is! For instance, someone with a heavy concentration of employer stock may own even more of it in their many target date, S&P 500, and sector funds!

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