Investing
Should You Keep Inherited Stock? A Retiree's Smart Approach to Single-Stock Risk
Inheriting stock can feel like a gift—but it also comes with big decisions.In this video, I walk through a real-life situation where a retiree inherited a large single stock position and wasn’t sure whether to keep it or sell it.
You'll learn:
* Why individual stock investing is much riskier than most people think
* What the data says about single stock performance vs. GICs
* A simple 3-part framework to help you evaluate your own stock exposure
* The sensible compromise one retiree made—and how you can apply it to your own plan
Discussion