Portfolio, asset a money managementZpět do menu
Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customised Solutions
Managing Concentrated Stock Wealth: An Adviser's Guide to Building Customised Solutions
Autor: Timothy S Kochis | Vydavatel: Bloomberg Press
Koupit tuto publikaci

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.

Přidáno: 05.05.2007ISBN: 1576601773Stran: 256Cena: £ 55,00Jazyk: anglicky
Doporučujeme
Active Portfolio Managemen
Active Portfolio Management : A quantative approach for producing superior returns and selecting superior money managers
Stran: 596
Cena: £ 28,19
Jazyk: anglicky
Druhé vydání publikace "Active Portfolio Management" bylo napsáno a aktualizováno dvěma nejlepšími odborníky v oblasti portfolio managementu. Více než 100 stran je věnováno profesionálním investo
The Services Shift: Seizin
The Services Shift: Seizing the Ultimate Offshore Opportunity
Stran: 352
Cena: £ 22,09
Jazyk: anglicky
'Kennedy has artfully integrated the phenomenon of offshoring services in the global competitiveness agenda of firms. His insights on the key economic drivers and trends paint a picture of the potential and the
The Four Pillars of Invest
The Four Pillars of Investing: Lessons for Building a Winning  Portfolio: Lessons for Building a Winning Portfolio
Stran: 240
Cena: £ 14,44
Jazyk: anglicky
Here is the sound, sensible advice from a hero to frustrated investors everywhere. William Bernstein's "The Four Pillars of Investing" gives investors the tools they need to construct top-returning portfolios -
Vyhledávání
kniha     autor