We’ve been getting a lot of questions regarding Net Unrealized Appreciation (NUA) strategies. This video reviews the basics of NUA as well as some practical examples. https://youtu.be/xF6lOZ-JMOw NUA Quick Facts:…
Sometimes when you’re accumulating wealth, your portfolio could become tied to one or more specific assets. When that happens, you’ll have what’s known as a concentrated position. In this post,…