Mail Bag with Brian Regan; pros and cons of concentration

Something More with Chris Boyd

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry and Russ Ball to answer client questions. The episode begins with Brian responding to a 70-year-old client who has approximately $100K in Verizon stock and very much enjoys the dividend of 6.5%. Brian provides the pros and cons of having such a concentrated position. The next client question comes from a couple in their 40’s who are saving for retirement primarily using 401Ks. They want to know if they should add international stock funds to their retirement accounts. Brian shares why this is a good idea despite a recent history of lagging returns for international funds.

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For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr