{"title":"Tim Kochis","description":null,"products":[{"product_id":"managing-concentrated-stock-wealth-book-tim-kochis-9781119131588","title":"Managing Concentrated Stock Wealth","description":"\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 \u003cp\u003eThis new second edition includes:\u003c\/p\u003e \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","brand":"WoB","offers":[{"title":"GB \/ VERY_GOOD \/ INTERNAL","offer_id":49578647060753,"sku":"GOR013725202","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ NEW \/ INGRAM","offer_id":51135233098001,"sku":"NIN9781119131588","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ GOOD \/ SBYB","offer_id":51320489214225,"sku":"CIN1119131588G","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":53246638686481,"sku":"CIN1119131588VG","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/1119131588.jpg?v=1751269985"},{"product_id":"managing-concentrated-stock-wealth-book-tim-kochis-9781576601778","title":"Managing Concentrated Stock Wealth","description":"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.\u003cbr\u003e \u003cbr\u003e 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.\u003cbr\u003e \u003cbr\u003e 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.","brand":"WoB","offers":[{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":50037457846545,"sku":"CIN1576601773VG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ GOOD \/ SBYB","offer_id":52107047698705,"sku":"CIN1576601773G","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/1576601773.jpg?v=1751087844"}],"url":"https:\/\/www.worldofbooks.com\/en-gb\/collections\/author-books-by-tim-kochis.oembed","provider":"World of Books ","version":"1.0","type":"link"}