Managing concentrated stock wealth : an adviser's guide to building customized solutions
By: Kochis, Tim
Title By: Lewis, Michael J
Material type:
BookSeries: Publisher: New York : Bloomberg Press, c2016.Edition: 2nd ed.Description: xxiii, 203 p. : ill. ; 24 cm.ISBN: 9781119131588Subject(s): Portfolio management | Stocks | Investments | Finance, PersonalDDC classification: 332.63/22 Online resources: Location Map | Item type | Home library | Call number | Status | Date due | Barcode | Item holds |
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| REGULAR | University of Wollongong in Dubai Main Collection | 332.6322 KO MA (Browse shelf) | Available | T0011387 |
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| 332.6322 HA IN The inefficient stock market : | 332.6322 HA IN The inefficient stock market : | 332.6322 KI ON Online investing on the Australian sharemarket / | 332.6322 KO MA Managing concentrated stock wealth : | 332.6322 MC TR Trading in a nutshell : | 332.6322 ML ST Stock investing for dummies / | 332.6322 ON HO How to make money in stocks : |
Includes bibliographical references and index.
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.
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.