Description
Book SynopsisThe Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser''s guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients'' wealth. Supported with examples from the author''s forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstaclessuch as securities law, taxes, and psychological resistanceand shows you the strategies and execution to prevail.
This new second edition includes:
- Updated references, calculations, and illustrations regarding the la
