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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: TextTextLanguage: eng Publication details: Hoboken, N.J. : John Wiley & Sons, 2010.Description: xv, 320 p. : ill. ; 24 cmISBN:
  • 9780470482698 (cloth)
  • 0470482699 (cloth)
Subject(s): DDC classification:
  • 332.6
LOC classification:
  • HG 4521 M663w 2010
Contents:
Preface. Acknowledgments. Introduction. 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 for 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. Epilogue. Notes. About the Authors. Index.
Summary: Wealth Management in the New Economy addresses wide array of wealth management topics and established financial theories. Authors Norbert Mindel and Sarah Sleight has worked with top companies and successfully advised many clients of his 30 years in the business, and this book offers his insights into success wealth in an ever-changing economy.
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Holdings
Item type Current library Home library Collection Shelving location Call number Copy number Status Date due Barcode
Libro Libro Biblioteca Juan Bosch Biblioteca Juan Bosch Ciencias Sociales Ciencias Sociales (3er. Piso) HG 4521 M663w 2010 (Browse shelf(Opens below)) 1 Available 00000140130

Includes bibliographical references and index.

Preface. Acknowledgments. Introduction. 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 for 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. Epilogue. Notes. About the Authors. Index.

Wealth Management in the New Economy addresses wide array of wealth management topics and established financial theories. Authors Norbert Mindel and Sarah Sleight has worked with top companies and successfully advised many clients of his 30 years in the business, and this book offers his insights into success wealth in an ever-changing economy.

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