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If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, withing 24 hours on weekdays.
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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 risksecurities law, taxes, psychological resistancethat 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 worksand even how concentration can present unique opportunities for preserving and growing wealth.
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This product may contain chemicals known to the State of California to cause cancer,
birth defects, or other reproductive harm.
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⚠️ California Proposition 65 Warning: Some products sold on this website may expose you to chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm. For more information, visit www.P65Warnings.ca.gov.
