Retirement Portfolios / Wiley Finance Editions (PDF)
Theory, Construction, and Management
(Sprache: Englisch)
Retirement portfolio guidance for finance professionals
Retirement is one of the most important parts of the financial
planning process. Yet only two percent of financial advisors
describe themselves as competent in retirement planning.
Constructing...
Retirement is one of the most important parts of the financial
planning process. Yet only two percent of financial advisors
describe themselves as competent in retirement planning.
Constructing...
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Retirement portfolio guidance for finance professionals
Retirement is one of the most important parts of the financial
planning process. Yet only two percent of financial advisors
describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult
endeavor, and the demands facing financial advisors responsible for
this task continue to grow. The pressures are particularly intense
due to events such as the financial crisis and oncoming rush of
retiring baby boomers. It is imperative that financial advisors be
equipped and ready to create appropriate retirement portfolios.
That's why Michael Zwecher-a leading expert on retirement
income-has created Retirement Portfolios.
* Examines how portfolios should be prepped in advance so that
the transition from "working" portfolio to retirement portfolio is
smooth and seamless
* Outlines how to create a portfolio that will provide income,
continue to generate growth, and protect assets from disaster
* Details the differences in managing a retirement portfolio
versus managing portfolios during asset accumulation years
The ability to create retirement portfolios and manage their
risks are skills you must possess to be an effective financial
advisor. Retirement Portfolios will help you develop these
essential skills and gain a better understanding of the entire
process.
Retirement is one of the most important parts of the financial
planning process. Yet only two percent of financial advisors
describe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficult
endeavor, and the demands facing financial advisors responsible for
this task continue to grow. The pressures are particularly intense
due to events such as the financial crisis and oncoming rush of
retiring baby boomers. It is imperative that financial advisors be
equipped and ready to create appropriate retirement portfolios.
That's why Michael Zwecher-a leading expert on retirement
income-has created Retirement Portfolios.
* Examines how portfolios should be prepped in advance so that
the transition from "working" portfolio to retirement portfolio is
smooth and seamless
* Outlines how to create a portfolio that will provide income,
continue to generate growth, and protect assets from disaster
* Details the differences in managing a retirement portfolio
versus managing portfolios during asset accumulation years
The ability to create retirement portfolios and manage their
risks are skills you must possess to be an effective financial
advisor. Retirement Portfolios will help you develop these
essential skills and gain a better understanding of the entire
process.
Autoren-Porträt von Michael J. Zwecher
MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin-Madison. Zwecher holds a PhD in finance from the University of Wisconsin-Madison.
Bibliographische Angaben
- Autor: Michael J. Zwecher
- 2010, 1. Auflage, 304 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470585595
- ISBN-13: 9780470585597
- Erscheinungsdatum: 20.01.2010
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- Größe: 3.01 MB
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Sprache:
Englisch
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