Tim Kochis – Managing Concentrated Stock Wealth


Tim Kochis – Managing Concentrated Stock Wealth

Product Delivery : You will receive download link WITHIN 3 DAYS  through email.

Should you have any question, do not hesitate to contact me: support@wsocourse.com


Tim Kochis – Managing Concentrated Stock Wealth

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.

Get Tim Kochis – Managing Concentrated Stock Wealth on wsocourse.com

Tim Kochis, Managing Concentrated Stock Wealth, Download Managing Concentrated Stock Wealth, Free Managing Concentrated Stock Wealth, Managing Concentrated Stock Wealth Torrent, Managing Concentrated Stock Wealth Review, Managing Concentrated Stock Wealth Groupbuy.

Additional information


Cart Item Removed. Undo
  • No products in the cart.