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Embedded Gains: A Practical Guide to Diversifying Without the Tax Shock

Most investors eventually face a familiar dilemma: an investment that has grown so much that it now dominates their financial picture. It might be employer stock, a long-held equity position, a rental property, or even a business interest. While the growth is a sign of success, the embedded capital gains can make selling—and diversifying—feel prohibitively expensive.
Apr 7, 2026