MARC Record from Library of Congress

LEADER: 01772cam a22003134a 4500
001 2005005680
003 DLC
005 20070509084750.0
008 050225s2005 nyua b 001 0 eng
010 $a 2005005680
020 $a1576601773 (alk. paper)
040 $aDLC$cDLC$dDLC
042 $apcc
050 00 $aHG4529.5$b.K63 2005
082 00 $a332.63/22$222
100 1 $aKochis, Tim,$d1946-
245 10 $aManaging concentrated stock wealth :$ban adviser's guide to building customized solutions /$cTim Kochis.
250 $a1st ed.
260 $aNew York :$bBloomberg Press,$c2005.
300 $axvii, 236 p. :$bill. ;$ccm.
520 $a"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.
504 $aIncludes bibliographical references and index.
505 0 $aConstraints 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.
650 0 $aPortfolio management.
650 0 $aStocks.
650 0 $aInvestments.
650 0 $aFinance, Personal.
856 41 $3Table of contents$uhttp://www.loc.gov/catdir/toc/ecip058/2005005680.html
856 42 $3Publisher description$uhttp://www.loc.gov/catdir/enhancements/fy0715/2005005680-d.html