000 02138nam a22004937a 4500
999 _c13909
_d13908
003 OSt
005 20231110153354.0
008 210428s2010 njua|||| b||| 001 0 eng d
020 _a9780470482698
040 _cQCPL
082 _a332.6
100 1 _aMindel, Norbert M.
_eauthor
245 1 0 _aWealth management in the new economy
_b: investor strategies for growing, protecting and transferring wealth
_c/ Norbert M. Mindel, Sarah E. Sleight
264 1 _aHoboken, New Jersey :
_bJohn Wiley & Sons,
_c[2010]
300 _axv, 320 pages :
_billustrations
336 _2rdacontent
_atext
337 _2rdamedia
_aunmediated
338 _2rdacarrier
_avolume
504 _aIncludes bibliographical references and index.
505 0 _aPart I. Evolution of a wealth manager : my history, world, experience, clients, and company
505 0 _aChapter 1. Starting out
505 0 _aChapter 2. A decade of active management
505 0 _aChapter 3. Working with individual investors
505 0 _aPart II. Investments and managing risk
505 0 _aChapter 4. The futility of active management
505 0 _aChapter 5. The academic background
505 0 _aChapter 6. Implementing the strategy
505 0 _aPart III. Managing your retirement
505 0 _aChapter 7. Planning for your retirement and creating income for life
505 0 _aChapter 8. Using annuities as an income tool
505 0 _aChapter 9. Using IRAs and company retirement plans
505 0 _aPart IV. Wealth protection : facing a world of risk
505 0 _aChapter 10. Best uses of life insurance
505 0 _aChapter 11. The importance of long-term-care insurance
505 0 _aPart V. Transferring wealth and the next generation
505 0 _aChapter 12. Transferring wealth with estate planning
505 0 _aChapter 13. Transferring wealth within the family : inheritance issues for family businesses
650 _aInvestments
_xManagement
650 _aPortfolio management
650 _aRetirement income
_xPlanning
700 1 _aSleight, Sarah E.
_eauthor
942 _2ddc
_cBOOK
690 _aBusiness & money