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The Daily Editor

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Strategies to Manage and Diversify Concentrated Stock Holdings

Key Takeaways

  • Diversifying a concentrated stock position can help mitigate risk and provide greater stability to your portfolio.
  • An equity collar involves buying a put option and selling a call option simultaneously to limit potential losses and gains.
  • Variable prepaid forwards allow for immediate liquidity and defer capital gains by agreeing to sell shares at a future date.

 » Read more about: Strategies to Manage and Diversify Concentrated Stock Holdings  »

Wall Street gives Trump the all-clear to push disruptive agenda

(Bloomberg) — In the first weeks of the year, the political landscape has shifted in ways that once might have rattled global markets. A foreign leader was captured. The Department of Justice opened a probe into the Federal Reserve. And a disruptive White House intervened across fresh swaths of US commerce.

But rather than recoil,

 » Read more about: Wall Street gives Trump the all-clear to push disruptive agenda  »

Where Should You Invest in 2026? Top Mutual Fund Categories Based on Interest Rates & Market Risks


If you are a mutual fund investor in India, 2026 could turn out to be a year where fund category selection matters more than simply picking the best-performing scheme. After a few years of strong equity market performance, investors are now closely tracking interest rate movements,

 » Read more about: Where Should You Invest in 2026? Top Mutual Fund Categories Based on Interest Rates & Market Risks  »

Wait Until 70 and Your Social Security Benefit Jumps to $2,500 a Month

Starting in 2026, anyone born in 1960 or later faces a new reality: full retirement age for Social Security is now 67. This marks the final step in a gradual increase that began under a 1983 law designed to strengthen the program’s finances. For the youngest baby boomers and all of Generation X,

 » Read more about: Wait Until 70 and Your Social Security Benefit Jumps to $2,500 a Month  »

Workplace plans shoulder growing burden as financial strain and coverage gaps persist

Employers remain the primary source of retirement and health benefits, but rising financial stress and uneven access are testing how well workplace plans support long-term security.

For working Americans, the workplace remains the primary gateway to both retirement savings and health coverage. But even as employer plans retain their central role,

 » Read more about: Workplace plans shoulder growing burden as financial strain and coverage gaps persist  »

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