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Retirement Planning in 2020, with Dr. Wade Pfau

Afford Anything

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How to Diversify Away From Your Own Company Stock

If a person has the opportunity to have restricted stock units, stocks from their own company, how should they think about the portion of their portfolio that they would want tied up in that? I mean, tat's an important question too. And the the answer about diversification is, you generally don't want to hold a whole lot of your own employers stock. You just have the market risk, which is going to be a lower, over a level of risk than having a couple of individual stocks.

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