Emory Wealth

Most investors understand the value of diversification. But when wealth is tied up in a concentrated stock position or shaped by a significant gain from selling a business or real estate, the planning conversation often becomes more complex.

That's where a 130/30 strategy can help.

Done well, it can reduce concentration risk, broaden portfolio exposure, and create more opportunities for tax-loss harvesting over time. The goal is not to take unnecessary risk. It is to create more flexibility for investors dealing with concentrated wealth and complex tax situations.

This is not the right fit for everyone, but for the right investor, it can be a powerful planning tool.

In this week’s edition of Emory Insights, we explore the 130/30 strategy.

Concentrated Wealth, Big Gains, and a More Tax-Aware Strategy Email from Emory Wealth LLC When concentrated wealth creates complexity, the right strategy can make a meaningful difference.   Presented by Emory Wealth Concentrated Wealth, Big Gains, and a More Tax

Most people think investing is just about returns.

But for high-income investors with taxable portfolios, how you invest can matter just as much as what you invest in.

Direct indexing gives investors more control over taxes, diversification, and concentration risk by owning the individual stocks inside an index rather than just buying the fund.

It’s not about trying to beat the market. It’s about trying to keep more of what the market gives you.

For the right investor, that can make a meaningful difference over time.

In this week's edition of Emory Insights, we explore the benefits of direct indexing.

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