The Wealth Management Experience
Autor Jim Hattonen Limba Engleză Hardback – feb 2016
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.
Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: evaluate the current state of your finances and set goals for the future; develop a target rate of return for your investment portfolio; create a portfolio of mixed assets to meet your objectives and match your risk tolerance; avoid missteps that can lead to underperformance; follow a process that adheres to a fiduciary standard of care; blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan; ensure all your advisers are working as a team on your behalf.
"Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity."
Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016.
If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.
Len Templeton, Founder and President, Templeton Financial Services
Toate formatele și edițiile | Preț | Express |
---|---|---|
Paperback (1) | 116.66 lei 6-8 săpt. | |
Archway Publishing – feb 2016 | 116.66 lei 6-8 săpt. | |
Hardback (1) | 226.32 lei 6-8 săpt. | |
Archway Publishing – feb 2016 | 226.32 lei 6-8 săpt. |
Preț: 226.32 lei
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Specificații
ISBN-10: 1480823643
Pagini: 228
Dimensiuni: 140 x 216 x 18 mm
Greutate: 0.43 kg
Editura: Archway Publishing