TY  - BOOK
AU  - Mindel,Norbert M.
AU  - Sleight,Sarah E.
TI  - Wealth management in the new economy: : investor strategies for growing, protecting and transferring wealth
SN  - 9780470482698
U1  - 332.6 
PY  - 2010///]
CY  - Hoboken, New Jersey
PB  - John Wiley & Sons
KW  - Investments
KW  - Management
KW  - Portfolio management
KW  - Retirement income
KW  - Planning
N1  - 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
ER  -