{"product_id":"9781119131588","title":"Managing Concentrated Stock Wealth An Advisor's Guide to Building Customized Solutions","description":"\u003ch3\u003eBloomberg Financial\u003c\/h3\u003e\u003ch1\u003eManaging Concentrated Stock Wealth\u003c\/h1\u003e\u003ch2\u003eAn Advisor's Guide to Building Customized Solutions\u003c\/h2\u003e\u003ch3\u003eTim Kochis | Michael J. Lewis\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Investments \u0026amp; Securities \/ Stocks\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cb\u003eThe Methodical Compendium of Concentrated Portfolio Options\u003c\/b\u003e \u003cp\u003e\u003ci\u003eManaging Concentrated Stock Wealth, Second Edition\u003c\/i\u003e is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. \u003c\/p\u003e\n\u003cp\u003eThis new second edition includes: \u003c\/p\u003e\n\u003cul\u003e \u003cli\u003eUpdated references, calculations, and illustrations regarding the latest tax laws\u003c\/li\u003e \u003cli\u003eRevised coverage of derivatives strategies and more examples of potential blind spots\u003c\/li\u003e \u003cli\u003eTactics to convince some clients to diversify their portfolios and optimize their wealth\u003c\/li\u003e \u003cli\u003eTechniques to exploit concentration in pursuance of greater wealth\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eThey say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. \u003ci\u003eManaging Concentrated Stock Wealth, Second Edition\u003c\/i\u003e shows you how to manage the risks and turn a precarious position into an advantage.\u003c\/p\u003e\n\u003c\/div\u003e\u003cdiv\u003e  \u003cp\u003e\u003cb\u003eTIM KOCHIS\u003c\/b\u003e is the CEO of Kochis Global, a firm he founded to advance best-in-class wealth management and investment planning services, especially in the emerging economies of Asia. He pioneered the independent model in the U.S. financial services industry, chaired every professional organization in his field, received every achievement award his profession confers over more than 40 years, and directly provided personal financial planning services to thousands of clients at Bank of America, Deloitte, and Aspiriant. \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eMICHAEL J. LEWIS\u003c\/b\u003e is the Director of Wealth Strategies at Vernal Point Advisors. Michael previously worked at Aspiriant from 2008–2015, where he served as a wealth manager for high net worth and family office clients, and was deeply involved in developing the firm's systems and intellectual property. At Vernal Point Advisors, Michael focuses on areas of concentrated wealth management, executive compensation optimization, and family office services. \u003c\/p\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e26 January 2016\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eBloomberg Press\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9781119131588\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e240\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e16.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44378538999948,"sku":"9781119131588","price":71.1,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781119131588_ea48c701-3820-41ff-9fad-c41244212d43.jpg?v=1780240550","url":"https:\/\/lateknightbooks.com\/products\/9781119131588","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}