Case Study: Problems with Highly Concentrated Positions

<p>Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.</p><p>Read the Article: <a href='https://www.henssler.com/all-your-apples-in-one-basket-concentrated-stock-positions'>https://www.henssler.com/all-your-apples-in-one-basket-concentrated-stock-positions</a> </p>