Don’t Be Sentimental with Inherited Stocks

    Nov 5, 2015 5:46:35 PM
    Author: Scott Hanson


    September 2015

    Honor your beloved relative’s memory by diversifying as soon as possible. Read Full Article.

    In Kiplinger, Scott Hanson answers the question: My aunt died in 1997 and left me a generous amount of Chevron stock. Partly because she and I were so close, I’ve never felt right about selling it. But given what’s recently happened with the price of oil, and, considering that I’m now retired and the stock makes up a majority of my retirement, what do you think about me liquidating it and moving on? Read more.

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