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Someday Rich

Someday Rich

$2,100

ISBN:9780470920008
出版社:Wiley
出版日期:2011/12/06
尺寸:92x62x12mm

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"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

 

Someday Rich

$2,100
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