Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight
Material type:
TextPublisher: Hoboken, New Jersey : John Wiley & Sons, [2010]Description: xv, 320 pages : illustrationsContent type: - text
- unmediated
- volume
- 9780470482698
- 332.6
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| R 305.562 W724w 2017 White working class : overcoming class cluelessness in America | R 330 Ar698p 2009 Predictably irrational : the hidden forces that shape our decision | R 332.04154 B335b 2017 Building wealth through venture capital : a practical guide for investors and the entrepreneurs they fund | R 332.6 M663w 2010 Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth | R 332.632042 Al439c 2010 Corporate valuation modeling : a step-by-step guide | R 338.2728 K19c 2015 The colder war : how the global energy trade slipped from America's grasp | R 338.479194 F553c 2002 Cross-cultural communication for the tourism and hospitality industry |
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
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