Updated Thursday, July 31, 2014 as of 9:45 PM ET
Portfolio - Investment Products
What to Do When Clients Grossly Overweight One Stock
Thursday, February 27, 2014
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Most financial advisors are occasionally faced with clients whose portfolios are weighted too heavily by the stock of a single company. Often, these individuals are approaching retirement, having bought or received a particular employer's stock over many years, or they have inherited the stock upon a relative's death. But whatever the reason, it can be tough to convince them of the need to diversify. Advisors suggest various approaches—though they acknowledge their clients' concerns.

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