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9781576601778

Managing Concentrated Stock Wealth An Adviser's Guide To Building Customized Solutions

Managing Concentrated Stock Wealth An Adviser's Guide To Building Customized Solutions
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Product details

  • ISBN-13: 9781576601778
  • ISBN: 1576601773
  • Publication Date: 2005
  • Publisher: Wiley & Sons, Incorporated, John

AUTHOR

Kochis, Tim

SUMMARY

Written by a noted expert in financial planning, this book explores the key barriers to addressing concentration risk-securities law, taxes, and the psychological resistance that clients and their advisors must overcome to successfully manage concentrated stock wealth.Kochis, Tim is the author of 'Managing Concentrated Stock Wealth An Adviser's Guide To Building Customized Solutions', published 2005 under ISBN 9781576601778 and ISBN 1576601773.

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