Posts tagged bonds and portfolio diversification

Concentrated Stock Risk for Target, Best Buy, and General Mills Employees

Minnesota has a lot of large employers with publicly traded stock and generous stock plans. Here’s how to manage the risk while being mindful of taxes.

Investments, Investment ManagementPhillip R. ChristensonOctober 13, 2021Phillip James Financialstock option planning, bonds and portfolio diversification, gifting strategy

The Definitive Guide To Using Bonds In Your Portfolio

Equities are the hero of the day. The stock market surge, sparked by the presidential election, has won the hearts of investors. In the meantime, bonds have been left in the shadows.

Phillip R. ChristensonAugust 22, 2017Phillip James Financialhow to use bonds, bonds and portfolio diversification, how financial advisors use bonds, how to use bonds for cash flow needs, portfolio allocation