Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth
Mindel, Norbert M.
Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight - xv, 320 pages : illustrations
Includes bibliographical references and index.
Part I. Evolution of a wealth manager : my history, world, experience, clients, and company Chapter 1. Starting out Chapter 2. A decade of active management Chapter 3. Working with individual investors Part II. Investments and managing risk Chapter 4. The futility of active management Chapter 5. The academic background Chapter 6. Implementing the strategy Part III. Managing your retirement Chapter 7. Planning for your retirement and creating income for life Chapter 8. Using annuities as an income tool Chapter 9. Using IRAs and company retirement plans Part IV. Wealth protection : facing a world of risk Chapter 10. Best uses of life insurance Chapter 11. The importance of long-term-care insurance Part V. Transferring wealth and the next generation Chapter 12. Transferring wealth with estate planning Chapter 13. Transferring wealth within the family : inheritance issues for family businesses
9780470482698
Investments--Management
Portfolio management
Retirement income--Planning
332.6
Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight - xv, 320 pages : illustrations
Includes bibliographical references and index.
Part I. Evolution of a wealth manager : my history, world, experience, clients, and company Chapter 1. Starting out Chapter 2. A decade of active management Chapter 3. Working with individual investors Part II. Investments and managing risk Chapter 4. The futility of active management Chapter 5. The academic background Chapter 6. Implementing the strategy Part III. Managing your retirement Chapter 7. Planning for your retirement and creating income for life Chapter 8. Using annuities as an income tool Chapter 9. Using IRAs and company retirement plans Part IV. Wealth protection : facing a world of risk Chapter 10. Best uses of life insurance Chapter 11. The importance of long-term-care insurance Part V. Transferring wealth and the next generation Chapter 12. Transferring wealth with estate planning Chapter 13. Transferring wealth within the family : inheritance issues for family businesses
9780470482698
Investments--Management
Portfolio management
Retirement income--Planning
332.6