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Someday Rich Planning For Sustainable Tomorrows Today 1st Edition Smith

  • SKU: BELL-5311094
Someday Rich Planning For Sustainable Tomorrows Today 1st Edition Smith
$ 31.00 $ 45.00 (-31%)

4.7

56 reviews

Someday Rich Planning For Sustainable Tomorrows Today 1st Edition Smith instant download after payment.

Publisher: Wiley
File Extension: PDF
File size: 2.86 MB
Pages: 296
Author: Smith, Matthew X.; Noonan, Timothy
ISBN: 9780470920008, 9781118167496, 9781118167519, 9781118167526, 9781119200826, 9785720113322, 0470920009, 1118167511, 111816752X
Language: English
Year: 2012
Edition: 1

Product desciption

Someday Rich Planning For Sustainable Tomorrows Today 1st Edition Smith by Smith, Matthew X.; Noonan, Timothy 9780470920008, 9781118167496, 9781118167519, 9781118167526, 9781119200826, 9785720113322, 0470920009, 1118167511, 111816752X instant download after payment.

"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.�
Abstract: To truly be successful, today s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security

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