Wealth Management in the New Economy (ePub)
Investor Strategies for Growing, Protecting and Transferring Wealth
(Sprache: Englisch)
A practical guide to managing wealth in modern times
Wealth Management in the New Economy addresses a wide array of
wealth management topics and established financial theories. Author
Norbert Mindel has successfully advised his clients for more...
Wealth Management in the New Economy addresses a wide array of
wealth management topics and established financial theories. Author
Norbert Mindel has successfully advised his clients for more...
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A practical guide to managing wealth in modern times
Wealth Management in the New Economy addresses a wide array of
wealth management topics and established financial theories. Author
Norbert Mindel has successfully advised his clients for more than
three decades in the business. Now, with this new book, he shares
the wisdom he has acquired and offers valuable insights into
successful wealth management in an economy that has changed
dramatically over the past year. Along the way, Mindel explores the
essential aspects of this discipline, including the keys to wealth
creation, properly managing risk, asset protection, planning for a
prosperous retirement, and many other issues that you need to
understand in order to survive and flourish in today's economy.
While market forces are far too complex to be fully predicted or
exploited, it is still possible to protect and grow your-or your
client's-wealth. Wealth Management in the New Economy will show you
how to achieve this important goal.
* Reveals how you can reduce market risk by using proven theories
of portfolio management
* Written by accomplished financial advisor, attorney, and CPA
Norbert Mindel
* Lays out strategies wealth managers and investors both can use
to protect and grow wealth in the new economy
For practical financial guidance you can count on, look no
further than Wealth Management in the New Economy.
Wealth Management in the New Economy addresses a wide array of
wealth management topics and established financial theories. Author
Norbert Mindel has successfully advised his clients for more than
three decades in the business. Now, with this new book, he shares
the wisdom he has acquired and offers valuable insights into
successful wealth management in an economy that has changed
dramatically over the past year. Along the way, Mindel explores the
essential aspects of this discipline, including the keys to wealth
creation, properly managing risk, asset protection, planning for a
prosperous retirement, and many other issues that you need to
understand in order to survive and flourish in today's economy.
While market forces are far too complex to be fully predicted or
exploited, it is still possible to protect and grow your-or your
client's-wealth. Wealth Management in the New Economy will show you
how to achieve this important goal.
* Reveals how you can reduce market risk by using proven theories
of portfolio management
* Written by accomplished financial advisor, attorney, and CPA
Norbert Mindel
* Lays out strategies wealth managers and investors both can use
to protect and grow wealth in the new economy
For practical financial guidance you can count on, look no
further than Wealth Management in the New Economy.
Inhaltsverzeichnis zu „Wealth Management in the New Economy (ePub)“
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.
Autoren-Porträt von Norbert M. Mindel, Sarah E. Sleight
NORBERT (NORM) MINDEL has been an attorney, asset manager and adviser to individuals and businesses for over twenty-five years. He is the co-founder of Forum Financial Management, LLC, and Terra Securities, which was later sold to GE and then became Genworth Financial through an IPO. Mindel is a noted national speaker on many topics, including wealth and asset management for individuals and practice management for financial advisers. His many speaking engagements have included being a frequent guest of CNBC's Power Lunch and CNNfn's Your Money. He has been quoted in the ChicagoTribune, Los Angeles Times, SmartMoney, the New York Times, and Crain's Chicago Business, as well as many other industry publications.SARAH E. SLEIGHT is a financial writer who has spent her career working in the financial services industry in a wide variety of positions, including marketing, product management, and institutional sales on a bank trading floor. She is coauthor of Reinventing the Retail Bank, ghostwrote a book on a specialized securities strategy, and edited a number of financial books for Probus Publishing. Sleight has written articles for numerous publications in the financial services world.
Bibliographische Angaben
- Autoren: Norbert M. Mindel , Sarah E. Sleight
- 2010, 1. Auflage, 336 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470590106
- ISBN-13: 9780470590102
- Erscheinungsdatum: 13.01.2010
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- Größe: 1.36 MB
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Sprache:
Englisch
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