|
" Managing concentrated stock wealth : "
Tim Kochis.
| Document Type
|
:
|
BL
|
| Record Number
|
:
|
959679
|
| Doc. No
|
:
|
b714049
|
| Main Entry
|
:
|
Kochis, Tim,1946-
|
| Title & Author
|
:
|
Managing concentrated stock wealth : : an adviser's guide to building customized solutions /\ Tim Kochis.
|
| Edition Statement
|
:
|
1st ed.
|
| Publication Statement
|
:
|
New York :: Bloomberg Press,, 2005.
|
| Page. NO
|
:
|
xvii, 236 pages :: illustrations
|
| ISBN
|
:
|
1576601773
|
|
|
:
|
: 9781576601778
|
| Bibliographies/Indexes
|
:
|
Includes bibliographical references and index.
|
| Contents
|
:
|
Constraints on managing concentration risk -- Sale and diversification -- Coordinating long shares with stock options -- Diversification sales and deferred-compensation plans -- An out for insiders -- Restricted stock : tackling temptation -- Gifts to family -- Nonqualified stock options : gifts to family -- Gifts to charity -- Charitable trusts -- Nonqualified stock options : gifts to charity -- Margin : an acquired taste -- Managing concentration through an index proxy -- Exchange funds -- Derivatives and hedges : buying time -- Powers of concentration.
|
| Abstract
|
:
|
"Explains to financial advisers a wide range of strategies for managing concentrated stock positions, including sale, gifts to charity and family, and retention"--Provided by publisher.
|
| Subject
|
:
|
Finance, Personal.
|
| Subject
|
:
|
Investments.
|
| Subject
|
:
|
Portfolio management.
|
| Subject
|
:
|
Stocks.
|
| Subject
|
:
|
Finance, Personal.
|
| Subject
|
:
|
Investments.
|
| Subject
|
:
|
Portfolio management.
|
| Subject
|
:
|
Stocks.
|
| Dewey Classification
|
:
|
332.63/22
|
| LC Classification
|
:
|
HG4529.5.K63 2005
|
| |