Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth
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
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| Format: | Book |
| Language: | English |
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Hoboken, New Jersey :
John Wiley & Sons ,
c2010
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Table of Contents:
- 1. Starting out
- 2. A decade of active management
- 3. Working with individual investors
- 4. The futility of active management
- 5. The academic background
- 6. Implementing the strategy
- 7. Planning for your retirement and creating income for life
- 8. Using annuities as an income tool
- 9. Using IRAs and company retirement plans
- 10. Best users for life insurance
- 11. The importance of long-term-care insurance
- 12. Transferring wealth and the next generation
- 13. Transferring wealth within the family: inheritance issues for family businesses