An underappreciated aspect of asset allocation for business owners

| Feb 27, 2019 at 12:00 AM

I recently blogged about the similarities between athletes and business owners as they pertain to investing around a large, concentrated position, and briefly concluded that an all-or-nothing approach (i.e., a muni/private business barbell or ignoring the concentrated position completely) is likely suboptimal.

It’s also about the stock market, stupid.

| Feb 27, 2019 at 12:00 AM

Those of a certain age will recall the bitterly contested 1992 US presidential election that pitted incumbent George H. W. Bush against Bill Clinton, the Democratic challenger from Arkansas.

An underappreciated aspect of asset allocation for business owners

| Feb 27, 2019 at 12:00 AM

I recently blogged about the similarities between athletes and business owners as they pertain to investing around a large, concentrated position, and briefly concluded that an all-or-nothing approach (i.e., a muni/private business barbell or ignoring the concentrated position completely) is likely suboptimal.

An underappreciated aspect of asset allocation for business owners

| Feb 27, 2019 at 12:00 AM

I recently blogged about the similarities between athletes and business owners as they pertain to investing around a large, concentrated position, and briefly concluded that an all-or-nothing approach (i.e., a muni/private business barbell or ignoring the concentrated position completely) is likely suboptimal.