[Free] Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions (Bloomberg Financial)
✿ Tim Kochis, Michael J. Lewis ✿
#1648861 in eBooks 2015-12-28 2015-12-28File Name: B019YNO4H8
0 of 0 people found the following review helpful. Five StarsBy RichardExcellent explanations with decision trees. Really enjoyed learning Tim's thoughts. YouFrom the Inside FlapConcentrated stock positions are among the oldest and most familiar issues faced by financial advisors. They will likely be part of the job as long as entrepreneurs create new wealth, and stock, options, and other stock-based measures are part of executive compensation. ManagingThe 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 ... [PDF.xt29] Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions (Bloomberg Financial) Rating: 3.71 (757 Votes)
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