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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Balingasa Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf(Opens below)) | c. 9 | Available | 119447d | |
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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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