Your cart is empty
Publisher | John Wiley & Sons Inc (US) |
Author(s) | Tim Kochis / Michael J. Lewis |
Subtitle | An Advisor's Guide to Building Customized Solutions |
Edition | 2 |
Published | 15th January 2016 |
Related course codes |
An Advisor's Guide to Building Customized Solutions
The Methodical Compendium of Concentrated Portfolio OptionsManaging 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 obstacles?such as securities law, taxes, and psychological resistance?and shows you the strategies and execution to prevail.
This new second edition includes:
They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock?often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.