| 000 | 01772cam a2200277zu 4500 | ||
|---|---|---|---|
| 001 | 10079112 | ||
| 003 | FRCYB10079112 | ||
| 005 | 20251020123459.0 | ||
| 006 | m o d | ||
| 007 | cr un | ||
| 008 | 251020s2005 fr | o|||||0|0|||eng d | ||
| 020 | _a9781576601778 | ||
| 035 | _aFRCYB10079112 | ||
| 040 |
_aFR-PaCSA _ben _c _erda |
||
| 100 | 1 | _aKochis, Tim | |
| 245 | 0 | 1 |
_aManaging Concentrated Stock Wealth _bAn Adviser's Guide to Building Customized Solutions _c['Kochis, Tim'] |
| 264 | 1 |
_bBloomberg Press _c2005 |
|
| 300 | _a p. | ||
| 336 |
_btxt _2rdacontent |
||
| 337 |
_bc _2rdamdedia |
||
| 338 |
_bc _2rdacarrier |
||
| 650 | 0 | _a | |
| 700 | 0 | _aKochis, Tim | |
| 856 | 4 | 0 |
_2Cyberlibris _uhttps://international.scholarvox.com/netsen/book/10079112 _qtext/html _a |
| 520 | _aAn old adage cautions against putting 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, Tim Kochis shows not only what can be done, but also what actually works--and even how concentration can present unique opportunities for preserving and growing wealth. | ||
| 999 |
_c1554391 _d1554391 |
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