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

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...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Kochis, Tim
Otros Autores: Lewis, Michael J.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: New York : John Wiley & Sons, Incorporated, 2015.
Edición:2nd ed.
Colección:Bloomberg Financial Ser.
Temas:
Portfolio management.
Stocks.
Investments.
Finance, Personal.
Gestion de portefeuille.
Actions (Titres de société)
Investissements.
Finance, Personal
Investments
Portfolio management
Stocks
Acceso en línea:Texto completo
Descripción
Sumario: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 with examples from the author's forty years of experience, this practical resource shows you the availabl.
Descripción Física:1 online resource (232 pages)
ISBN:9781119133865
1119133866
9781119133841
111913384X

Ejemplares similares