Stocks, bonds and other securitiesBack to menu
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
Buy this book

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 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 for thousands of investors, Tim Kochis shows not only what can be done, but also what actually works.

Added: 05.05.2007ISBN: 1576601773Pages: 256Price: £ 55,00Lang.: English
Recommended
Buffett Step by Step: An I
Buffett Step by Step: An Investor's Workbook - Learn to Analyze and Apply the Techniques of the Master Investor
Pages: 256
Price: £ 23,75
Lang.: English
The beauty of Warren Buffett's investment strategies is that they are not rocket science; they employ good sense, information and techniques that can be accessible to everyone. In Buffett; Step-by-Step, Richard
Mastering the Trade: Prove
Mastering the Trade: Proven Techniques for Profiting from Intraday and Swing Trading Setups (McGraw-Hill Trader's Edge Series)
Pages: 388
Price: £ 23,99
Lang.: English
This book provides expert tactics to become and make the most of every swing trade. In Mastering the Trade, veteran trader and educator John Carter shares his hard-won five-point technique for successful swing
The Essays of Warren Buffe
The Essays of Warren Buffett: Lessons for Investors and Managers, Revised Edition
Pages: 240
Price: £ 6,99
Lang.: English
Search
book     author