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The WWM Financial Podcast


WWM Financial is an SEC-Registered Investment Adviser

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Mar 14, 2022

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments?

In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of risk. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk. 


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WWM Financial is an SEC Registered Investment Advisor.