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The LCR Light

My wife and I were invited to a wedding in Cartagena, Colombia. If this feels like déjà vu, you are not wrong — we were there three years ago for another wedding with the same wonderful family. This time, it was the younger daughter’s turn to get married, and apparently, we have now become their official international wedding guests.
Investing

Strategies for concentrated stock management

Investors who hold 10% or more of their wealth in one stock face “single name” risk. This is an issue that comes up frequently, especially for executives who have received stock as part of a compensation package, and investors who have held single positions for years or even decades.
May 20, 2026
Investing

Strategies for concentrated stock management

Investors who hold 10% or more of their wealth in one stock face “single name” risk. This is an issue that comes up frequently, especially for executives who have received stock as part of a compensation package, and investors who have held single positions for years or even decades.
May 20, 2026