Übersicht			Auf mobile öffnen

Lieferstatus:	Auf Bestellung (Lieferzeit unbekannt)
Veröffentlichung:	Juni 2005
Genre:	Wirtschaft / Recht
ISBN:	9781576601778
EAN-Code:	9781576601778
Verlag:	Wiley
Einband:	Gebunden
Sprache:	English
Dimensionen:	H 235 mm / B 157 mm / D 18 mm
Gewicht:	542 gr
Seiten:	256
Bewertung:	Titel bewerten / Meinung schreiben

Inhalt:

An old adage cautions against carrying 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 for thousands of investors. Tim Kochis shows not only what can be done, but also what actually works.