Tailored Wealth Management Exploring the Cause and Effect of Financial Success /

• Κύριος συγγραφέας: Gannon, Niall J. (Συγγραφέας, http://id.loc.gov/vocabulary/relators/aut)
• Συγγραφή απο Οργανισμό/Αρχή: SpringerLink (Online service)
• Μορφή: Ηλεκτρονική πηγή Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Cham : Springer International Publishing : Imprint: Palgrave Macmillan, 2019.
• Έκδοση: 1st ed. 2019.
• Θέματα: Finance.; Personal finance.; Pension plans.; Bank marketing.; Popular Science in Finance.; Personal Finance/Wealth Management/Pension Planning.; Financial Services.

The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its co...

Πίνακας περιεχομένων:

• 1. Introduction
• 2. Average Americans: Stories of "Ordinary" Success
• 3. Wealth: How Much Do You Need; How Much Is Enough
• 4. The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400
• 5. The Six Robbers of Wealth and How to Avoid Them
• 6. The Wealth Lifecycle: From Building It to Passing It On
• 7. The Efficient Valuation Hypothesis: The Long View
• 8. Asset Allocation: Choices and Challenges
• 9. Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns
• 10. Taxation at the Top: Its Long-Term Effect on Assets
• 11. Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns
• 12. Building Your Investment Team
• 13. Educational Resources for Investors
• 14. Spending: How Much Is Too Much?
• 15. Philanthropy: What You Need to Know to Donate Wisely
• 16. Gifting and Estate Planning: Determining the Right Time to Transfer Wealth
• 17. Epilogue.