Concentrated wealth poses significant risks and complexities - Butler Financial, LTD
Quarterly Coordinates: Time Is On Our Side - April 17, 2023

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Concentrated wealth poses significant risks and complexities

Outsized stock positions arise in various ways, including business ownership, inheritance and investment performance over time. Ben Crayton, director of structured investments product management at Raymond James, outlines strategies that can mitigate related risks, including approaches that allow for continued ownership of the shares in question.

  
Listen to For What It's Worth on Spotify

Recorded October 5, 2022. Hosted by Paige Lenssen.

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