Managing Concentrated Stock Wealth An Adviser s Guide to Building Customized Solutions 1st Edition by Tim Kochis ISBN 978-1576601778 1576601773
Original price was: $50.00.$35.00Current price is: $35.00.
Managing Concentrated Stock Wealth An Adviser s Guide to Building Customized Solutions 1st Edition by Tim Kochis – Ebook PDF Instant Download/Delivery: 978-1576601778, 1576601773
Full download Managing Concentrated Stock Wealth An Adviser s Guide to Building Customized Solutions 1st Edition after payment
Product details:
ISBN 10: 1576601773
ISBN 13: 978-1576601778
Author: Tim Kochis
An old adage cautions against putting all of your eggs in a single basket. Yet many investors maintain a significant portion of their wealth in one stock, as a result of executive compensation packages, stock inheritances, IPOs, or corporate buyouts, leaving their portfolio in a dangerous position.
Tim Kochis, a recognized leader in financial planning, has compiled more than fifteen strategies for managing concentrated stock wealth. The book explores the key barriers to addressing concentration risk–securities law, taxes, psychological resistance–that clients and their advisers must overcome to successfully manage concentrated stock wealth.
This book fills a void in the adviser’s arsenal and lays out the options available to clients. Using examples drawn from decades of work, Tim Kochis shows not only what can be done, but also what actually works–and even how concentration can present unique opportunities for preserving and growing wealth.
People also search for:
what is considered a concentrated stock position
wealth management and business concepts
diversifying concentrated stock positions
wealth management edward jones
financial advisor stock market