Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight
By: Mindel, Norbert M [author].
Contributor(s): Sleight, Sarah E [author].
Material type:
BookPublisher: Hoboken, New Jersey : John Wiley & Sons, [2010]Description: xv, 320 pages : illustrations.Content type: text Media type: unmediated Carrier type: volumeISBN: 9780470482698.Subject(s): Investments -- Management | Portfolio management | Retirement income -- Planning | Business & money| Item type | Current location | Collection | Call number | Copy number | Status | Date due | Barcode | Item holds |
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| Book | Balingasa Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 9 | Available | 119447d | ||
| Book | Cubao Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 2 | Available | 119440d | ||
| Book | Greater Project 4 Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 4 | Available | 119442d | ||
| Book | Krus na Ligas Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 11 | Available | 119449d | ||
| Book | Lagro Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 7 | Available | 119445d | ||
| Book | Main Library Reference Section | Circulation | C 332.6 M663w 2010 (Browse shelf) | c. 1 | Available | 119439d | ||
| Book | Masambong Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 14 | Available | 119452d | ||
| Book | Pasong Tamo Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 6 | Available | 119444d | ||
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| Book | Project 7 Branch Reference Section | Circulation | R 332.6 M663w 2010 (Browse shelf) | c. 8 | Available | 119446d | ||
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| R 306.87 An549f 2003 Family interaction | R 332.02401 R437 2009 Retiring well on a poor man's budget | R 332.04154 B335b 2017 Building wealth through venture capital | R 332.6 M663w 2010 Wealth management in the new economy | R 332.632283 C754v 2013 Vertical option spreads | R 338.2728 K19c 2015 The colder war | R 338.4791 G595t 2011 Tourism |
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
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