Managing concentrated stock wealth : An advisor's guide to building customized solutions
This book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource sho...
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| Formatua: | Liburua |
| Hizkuntza: | Undetermined |
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Hoboken, New Jersey
John Wiley and Sons
2016
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| Thư viện lưu trữ: | Trung tâm Học liệu Trường Đại học Cần Thơ |
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| Gaia: | This book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. |
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