Price: $115.00 - $85.00
(as of Jan 05, 2026 18:55:46 UTC – Details)
An 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.
Publisher : Bloomberg Press
Publication date : June 15, 2005
Edition : 1st
Language : English
Print length : 256 pages
ISBN-10 : 1576601773
ISBN-13 : 978-1576601778
Item Weight : 1.15 pounds
Dimensions : 6.3 x 0.92 x 9.3 inches
Best Sellers Rank: #5,089,297 in Books (See Top 100 in Books) #4,243 in Stock Market Investing (Books) #5,994 in Introduction to Investing #17,617 in Finance (Books)
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