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Search for author name: "Timothy S Kochis" | Books found: 1
Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customised Solutions
Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customised Solutions
Author: Timothy S Kochis | Publisher: Bloomberg Press
An old adage cautions against carrying 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 resista
Added: 05.05.2007ISBN: 1576601773Pages: 256Price: £ 55,00Lang.: English 
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