Chapters
A homeschooling mom seeks advice on diversifying her $18 million portfolio, which is entirely invested in a single tech stock. Dave Ramsey advises her to consult with a tax professional and a SmartVestor Pro to develop a diversification strategy that minimizes tax implications while mitigating risk.
- Diversification is crucial to mitigate risk, even with a highly appreciated single stock.
- Capital gains taxes are dependent on household income and can significantly impact investment decisions.
- Professional advice from tax and investment experts is essential for navigating complex financial situations.
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