Having all your eggs in one basket might make you rich—until it doesn't. This week, we’ll dive into the risks of concentrated investing. You know, Warren Buffett's strategy of focusing investments on big bets is legendary, yet he also champions diversification for the average investor. Why the mixed advice? Because while concentrated investing can yield big rewards, it also carries significant risks. Learn how to balance your portfolio, manage risk, and understand when to hedge or diversify y...
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Having all your eggs in one basket might make you rich—until it doesn't. This week, we’ll dive into the risks of concentrated investing. You know, Warren Buffett's strategy of focusing investments on big bets is legendary, yet he also champions diversification for the average investor. Why the mixed advice? Because while concentrated investing can yield big rewards, it also carries significant risks. Learn how to balance your portfolio, manage risk, and understand when to hedge or diversify y...
Creating a Multi-Generational Impact with Educational Trusts
Gen One Legacy
10 minutes
1 year ago
Creating a Multi-Generational Impact with Educational Trusts
Is educating your children, grandchildren, or other important individuals in your life a priority? Well, for many of us, the answer might be a resounding "yes." And so, you've likely thought of ways to support the learning efforts of your loved ones, including funding their education expenses. Now, when it comes to setting aside money for education expenses, you might think of traditional savings vehicles like a 529 plan, a Coverdell, or UTMA. But the trouble is that once the money leav...
Gen One Legacy
Having all your eggs in one basket might make you rich—until it doesn't. This week, we’ll dive into the risks of concentrated investing. You know, Warren Buffett's strategy of focusing investments on big bets is legendary, yet he also champions diversification for the average investor. Why the mixed advice? Because while concentrated investing can yield big rewards, it also carries significant risks. Learn how to balance your portfolio, manage risk, and understand when to hedge or diversify y...
