Managing concentrated stock wealth An advisonrs guide to buiding customized solutions
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
2016
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 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.
Kochis .T, Lewin . M.J.Managing concentrated stock wealth An advisonrs guide to buiding customized solutions. Jon wiley&Son.Inc, 2016
 |  |  |
| Managing concentrated stock wealth An advisonrs guide to buiding customized solutions | Nutraceuticals | Great again : Revitalizing America's entrepreneurial leadership |
Thứ Năm, 08:07 27/10/2022
Truy cập hàng triệu sách điện tử miễn phí với The Online Books Page
Thứ Hai, 08:38 22/01/20247 khóa học “Kỹ thuật cơ khí” sinh viên ngành Cơ khí cần biết
Thứ Sáu, 13:57 08/12/2023![[Coursera] Khóa học “Tìm hiểu các phương pháp nghiên cứu” của ĐH Luân Đôn](https://lic.haui.edu.vn/media/78/t78458.jpg)
[Coursera] Khóa học “Tìm hiểu các phương pháp nghiên cứu” của ĐH Luân Đôn
Thứ Hai, 08:55 06/11/2023Khai thác danh mục tạp chí mở Directory of Open Access Journals (DOAJ)
Thứ Sáu, 15:50 18/08/2023面接・面談の達人 目には見えない力を鍛える125の問い = 125 Câu Hỏi Tăng Cường Sức Mạnh Vô Hình Của Bạn
Thứ Sáu, 14:12 03/05/2024小学生のまんが俳句辞典 新装版 = Từ điển Manga Haiku dành cho học sinh tiểu học Phiên bản mới
Thứ Sáu, 13:55 03/05/2024接続詞の技術 = Nghệ thuật liên từ
Thứ Sáu, 13:36 03/05/2024Nguyên lý Marketing
Thứ Tư, 09:37 24/04/2024Hướng dẫn kỹ thuật soạn thảo hợp đồng kinh tế lao động - dân sự và các mẫu hợp đồng thông dụng
Thứ Tư, 09:15 24/04/2024Industrial polymers, specialty polymers, and their applications
Thứ Tư, 22:05 26/10/2022Fundamentals of Electric Machines
Thứ Tư, 21:59 26/10/2022Understanding and using English Grammar, Pearson Education
Thứ Tư, 21:51 26/10/2022ROBOTICS, VISION & CONTROL
Thứ Tư, 21:40 26/10/2022English for the Energy Industry (Oxford Business English: Express Series) with CD
Thứ Tư, 21:32 26/10/2022Copyright © 2018 Hanoi University of Industry.
