Local cover image
Local cover image

Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight

By: Contributor(s): Material type: TextTextPublisher: Hoboken, New Jersey : John Wiley & Sons, [2010]Description: xv, 320 pages : illustrationsContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9780470482698
Subject(s): DDC classification:
  • 332.6
Contents:
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
Tags from this library: No tags from this library for this title. Log in to add tags.
Star ratings
    Average rating: 0.0 (0 votes)
Holdings
Item type Current library Collection Call number Copy number Status Barcode
Book Book Balingasa Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 9 Available 119447d
Book Book Cubao Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 2 Available 119440d
Book Book Greater Project 4 Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 4 Available 119442d
Book Book Krus na Ligas Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 11 Available 119449d
Book Book Lagro Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 7 Available 119445d
Book Book Main Library Reference Section Circulation C 332.6 M663w 2010 (Browse shelf(Opens below)) c. 1 Available 119439d
Book Book Masambong Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 14 Available 119452d
Book Book Payatas Lupang Pangako Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 5 Available 119443d
Book Book Project 7 Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 8 Available 119446d
Book Book Project 8 Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 3 Available 119441d
Book Book San Isidro Galas Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 10 Available 119448d
Book Book Talipapa Branch Reference Section Circulation R 332.6 M663w 2010 (Browse shelf(Opens below)) c. 12 Available 119450d

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

There are no comments on this title.

to post a comment.

Click on an image to view it in the image viewer

Local cover image