an adviser's guide to building customized solutions /
Tim Kochis.
1st ed.
New York :
Bloomberg Press,
2005.
xvii, 236 pages :
illustrations
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.
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"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.