Tim Kochis – Managing Concentrated Stock Wealth

Managing Concentrated Stock Wealth is the second edition. It is the adviser’s guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. The book is written by Tim Kochis, a recognized leader in financial planning. Each strategy gives you the information and tools you need to grow your business. 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 shows you how to overcome common obstacles, such as securities law, taxes, and psychological resistance.

The new second edition includes:

• Updated references, calculations, and illustrations regarding the latest tax laws
• Revised coverage of derivatives strategies and more examples of potential blind spots
• Tactics to convince some clients to diversify their portfolios and optimize their wealth
• Techniques to exploit concentration in pursuance of greater wealth

They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, and other situations leave many investors holding a significant portion of their wealth in one stock, leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth is the second edition. The show shows you how to turn a precarious position into an advantage.