Club Friends, have you maybe accumulated a heavy concentration of any one stock(s) in your portfolio that you'd like to strategically manage? If so, join us on June 25, 2024, from 12:00 p.m. Noon Pacific Time to 1:00 p.m. Pacific Time, to learn the top strategies for managing out of a heavy concentration of stock while managing risk and taxes.
View our Event Calendar for more details about this session and to find the direct link to register!
Tell your friends! See you there!
Because money matters,
el
E.M.Powers ("el") is a regular person with no particular financial credentials or expertise who happens to be a money enthusiast and the founder of The Money Matters Club, a virtual watercooler for like-minded individuals with a thirst for building their own financial health. Since 2006, she's helped thousands of co-workers build their financial literacy and wealth by participating in The Money Matters Club, a community she built on her employer's internal network. Since 2023, she's been attempting to scale The Club's reach through its second home on the World Wide Web. Her opinions--as well as the opinions of all participants--are just that: opinions, which are subject to flawed logic, math, typos and correction. She keeps a growth mindset and is also always learning something new or bolstering her own understanding after discussions at The Club. All information shared is done so with the best intent to inspire and empower others to learn more about money considerations toward building their own financial muscles. Nothing shared is meant as individualized advice that anyone should act on without doing their own curious research and personal decision making. There are no dumb questions at The Money Matters Club. Your financial health and literacy are what this Club cares about. All investing involves risk. All results can and will vary.
Copyright: ©The Money Matters Club, all rights reserved (2024).
Had to miss it but heard the strategies were pretty sophisticated. Would love to see slides / recap. Thanks.