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Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions

By Tim Kochis, Michael J. Lewis
eBook
$63.00
By Tim Kochis, Michael J. Lewis
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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 w...

Categories

BusinessProfessional Finance & InvestingSecuritiesStocks - Investments