Managing Concentrated Stock Wealth
An Adviser's Guide to Building Customized Solutions
By (author) Tim Kochis
Normal Price: $218.85
Your Price: $196.97 AUD, inc. GST
Shipping: $7.95 per order
You Save: $21.89! (10% off normal price)
Plus...earn $9.85 in Boomerang Bucks
Availability: Available, ships in 8-11 days
Managing Concentrated Stock Wealth by Tim Kochis
Book DescriptionAn 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.
Buy Managing Concentrated Stock Wealth book by Tim Kochis from Australia's Online Bookstore, Boomerang Books.
Book DetailsISBN: 9781576601778
(236mm x 160mm x 23mm)
Imprint: Bloomberg Press
Publisher: Bloomberg Press
Publish Date: 1-Jun-2005
Country of Publication: United States
Books By Author Tim Kochis
Cross-Border Family Wealth Guide, Hardback (February 2017)
Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues.
Managing Concentrated Stock Wealth, Hardback (January 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.
Success and Succession, Hardback (September 2015)» View all books by Tim Kochis
An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successor's point of view, and outlines the considerations and strategies that lead to a better future for the business.
» Have you read this book? We'd like to know what you think about it - write a review about Managing Concentrated Stock Wealth book by Tim Kochis and you'll earn 50c in Boomerang Bucks loyalty dollars (you must be a member - it's free to sign up!)
Author Biography - Tim Kochis
Tim Kochis, JD, MBA, CFP, is CEO of Kochis Fitz Wealth Management in San Francisco. Before forming Kochis Fitz in 1991, he was national director of personal financial planning for Deloitte & Touche and, before that, for Bank of America. Kochis serves on the boards of several industry organizations and has chaired the CFP Board of Standards, the Foundation for Financial Planning, and the international Financial Planning Standards Board.
Bestselling Books: Our Current Bestsellers | Australia's Hottest 1000 Books | Bestselling Fiction | Bestselling Crime Mysteries and Thrillers | Bestselling Non Fiction Books | Bestselling Sport Books | Bestselling Gardening and Handicrafts Books | Bestselling Biographies | Bestselling Food and Drink | Bestselling History | Bestselling Travel Books | Bestselling School Textbooks & Study Guides | Bestselling Children's General Non-Fiction | Bestselling Young Adult Fiction | Bestselling Children's Fiction | Bestselling Picture Books | Top 100 US Bestsellers
Phone: 1300 36 33 32 (9am-5pm Mon-Fri AEST) - International: +61 2 9960 7998 - Online Form
Address: Boomerang Books, 878 Military Road, Mosman Junction, NSW, 2088
© 2003-2017. All Rights Reserved. Eclipse Commerce Pty Ltd - ACN: 122 110 687 - ABN: 49 122 110 687
For every $20 you spend on books, you will receive $1 in Boomerang Bucks loyalty dollars. You can use your Boomerang Bucks as a credit towards a future purchase from Boomerang Books. Note that you must be a Member (free to sign up) and that conditions do apply.