The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser\'s Guide to skillfully Managing the risk and opportunity presented by Concentrated Stock holdings.
Each strategy equips you with the tools and information you need to preserve and grow your clients\' weal.
Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for Managing Concentrated Stock wealth.
The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser\'s Guide to skillfully Managing the risk and opportunity presented by Concentrated Stock holdings