How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, reduce concentrated exposure, and prepare for liquidity events in a controlled and tax-aware way.

Rex and David open up the playbook behind Aptus’ philosophy of owning more stocks, fewer bonds, and still staying risk neutral. David shares why bonds may no longer serve as the traditional safety net many assume they are, how the 2022 drawdowns challenged decades of investment thinking, and why structure matters more than stock picking.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman of CAZ Investments. They discuss health as a foundation for leadership, democratizing access to private investments, and why innovation is critical for advisors and families today.