Financial Intel Monthly

Concentrated Stock Positions: Considerations and Strategies

Jan 11, 2019 12:42:37 AM / by The Retirement Group (800) 900-5867 posted in capital, Chevron, ExxonMobil, financial freedom, Financial Planning, Hewitt, In Service Withdrawal, Investing, Money, Retirement Planning, shares, stock, stock market, tax advantage, taxes, The Retirement Group LLC, access.att, age penalties, AT&T 401K, benefit commencement date, benefits help, wallstreet, Verizon Seminar, Verizon Workshop


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Whether you inherited a large holding, exercised options to buy your company's stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have new financial goals that require a shift in strategy.

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Cash as an Asset

Dec 26, 2018 12:58:54 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, equities, finance, funds, Investing, mutual funds, stocks, The Retirement Group, bitcoin


As the market continues its upward rise, we believe the emphasis we place on our managers holding cash makes more sense than ever. With most Mutual Funds lagging the S&P 500 Index for 10 years, we feel it is important to go against the crowd. For example only 3% of the 7,500 U.S. equity funds tracked by S&P Capital IQ recently had cash positions of 10% or higher, while 97% were almost fully invested.

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8 Tenets of Choosing a Mutual Fund

Dec 26, 2018 12:55:19 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, financial freedom, forex, funds, Investing, Money, mutual funds, stocks, The Retirement Group, wallstreet


When hiring active managers, some advisors look for the star rating on Morningstar rather than using the criteria TRG recommends. We believe that advisors and investors should focus on active managers who skillfully allocate capital to their best investment ideas. Passive investment options are widely available to investors who want market returns with low fees. Active managers must add value and act in clients’ best interests by allocating capital to attractive investments to increase risk-adjusted returns and justify fees. We propose an alternative method to the Morningstar rating system that we believe provides structure that protects downside while maintaining significant performance upside.
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