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Managing Concentrated Stock Wealth

An Adviser's Guide to Building Customised Solutions

Managing Concentrated Stock Wealth by Timothy S. Kochis
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The book also explores the key barriers to addressing concentration risk--securities law, taxes, psychological resistance--that clients and their advisers must overcome to succesfully manage concentrated wealth.
Bloomberg Press; Read online
Title: Managing Concentrated Stock Wealth
Author: Timothy S. Kochis

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