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The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact

The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact

by Luke A. Palmer | Jun 20, 2025 | Investment Strategies, Protection

The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 20 June 2025 For successful executives and entrepreneurs, concentrated stock positions often represent both...
The Entrepreneur’s Blind Spot: When Business Success Overshadows Personal Wealth Planning

The Entrepreneur’s Blind Spot: When Business Success Overshadows Personal Wealth Planning

by Luke A. Palmer | Jun 4, 2025 | Enterprise Development, Financial Planning

The Entrepreneur’s Blind Spot: When Business Success Overshadows Personal Wealth Planning Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 4 June 2025 The entrepreneurial drive that builds successful businesses often creates an unintended consequence: the...

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    The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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