Description

Book Synopsis
The 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

Managing Concentrated Stock Wealth

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    RRP £57.50 – you save £2.88 (5%)

    Order before 4pm tomorrow for delivery by Sat 8 Aug 2026.

    A Hardback by Tim Kochis, Michael J. Lewis

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      Publisher: Bloomberg Press
      Publication Date: Publication Date: 26/02/2016
      ISBN13: 9781119131588, 978-1119131588
      ISBN10: 1119131588
      Also in:
      Finance and accounting

      Description

      Book Synopsis
      The 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

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