Retirement Portfolios: Theory, Construction, And Management (Wiley Finance)
Author :Michael J Zwecher
Condition : New
Binding : Hard-Back
Pages : 304
Publisher : John Wiley & Sons
Language : N/A
Publication Year : N/A
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‰Û_s why Michael Zwecher‰ÛÒa leading expert on retirement income‰ÛÒhas 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.
Author :Michael J Zwecher
Condition : New
Binding : Hard-Back
Pages : 304
Publisher : John Wiley & Sons
Language : N/A
Publication Year : N/A
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‰Û_s why Michael Zwecher‰ÛÒa leading expert on retirement income‰ÛÒhas 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.