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Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions (Bloomberg Financial)

Tim Kochis, Michael J. Lewis




[PDF.kx56] Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions (Bloomberg Financial)

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 | #1489052 in eBooks |  2015-12-28 |  2015-12-28 | File type: PDF

||From the Inside Flap||Concentrated 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 p

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 g...

You can specify the type of files you want, for your gadget.Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions (Bloomberg Financial)   |  Tim Kochis, Michael J. Lewis. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.

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