عنوان
پدید آورنده
موضوع
رده
HG4529.5 .K63 2005
HG4529
.
5
.
K63
2005
کتابخانه
محل استقرار
INTERNATIONAL STANDARD BOOK NUMBER
(Number (ISBN
1576601773
(Number (ISBN
9781576601778
NATIONAL BIBLIOGRAPHY NUMBER
Number
b714049
TITLE AND STATEMENT OF RESPONSIBILITY
Title Proper
Managing concentrated stock wealth :
General Material Designation
[Book]
Other Title Information
an adviser's guide to building customized solutions /
First Statement of Responsibility
Tim Kochis.
EDITION STATEMENT
Edition Statement
1st ed.
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
New York :
Name of Publisher, Distributor, etc.
Bloomberg Press,
Date of Publication, Distribution, etc.
2005.
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
xvii, 236 pages :
Other Physical Details
illustrations
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references and index.
CONTENTS NOTE
Text of Note
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.
0
SUMMARY OR ABSTRACT
Text of Note
"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.
TOPICAL NAME USED AS SUBJECT
Finance, Personal.
Investments.
Portfolio management.
Stocks.
Finance, Personal.
Investments.
Portfolio management.
Stocks.
DEWEY DECIMAL CLASSIFICATION
Number
332
.
63/22
Edition
22
LIBRARY OF CONGRESS CLASSIFICATION
Class number
HG4529
.
5
Book number
.
K63
2005
PERSONAL NAME - PRIMARY RESPONSIBILITY
Kochis, Tim,1946-
ORIGINATING SOURCE
Date of Transaction
20201208042238.0
ELECTRONIC LOCATION AND ACCESS
Electronic name
مطالعه متن کتاب [Book]
Y
