http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
planning for sustainable tomorrows today
1 online resource (xvi, 296 pages) : illustrations
"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is never an easy one. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security objectives. Along the way, author Timothy Noonan outlines a step-by-step approach to building personal pension plans using asset-liability matching strategies and other institutional investing approaches that defined benefit plans have historically used. Makes complex financial concepts intuitively simple for financial planners and investors. Introduces "wealth zones" as a more natural way for advisors and clients to converse. Proposes architecture for building investment portfolios that can meet long-term lifestyle and retirement wealth objectives. Helps eliminate the disconnect between financial planners and investors, so that realistic goals can be set and achieved. The concept of "wealth zones" and matching investment portfolios to meet an investor's objectives makes sense. This book will show you how to put this approach to work and make the best financial decisions possible."--Provided by publisher
Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index
Includes bibliographical references and index.
7C038E0D-694C-421F-AC75-7D865BDEFCA5 OverDrive, Inc.