A business, a property or years of employer stock can build wealth fast — and concentrate it dangerously. Here is how to diversify deliberately.
Concentration is how many fortunes are made. Diversification is how they are kept.
Name the exposure
The first step is measuring how much of your net worth depends on one company, one property or one industry — including your income.
Diversify on a schedule
Reducing a position gradually, around tax and timing considerations, beats waiting for the 'right moment' that never feels right.
Replace, don't just reduce
Proceeds need a destination. We build the diversified strategy first, so every reduction strengthens the whole plan.
This article is for educational purposes only and is not tax, legal or investment advice. Speak with a licensed professional about your own situation.
