rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Someday rich
    sub title: planning for sustainable tomorrows today
  name:
    name part: Noonan, Timothy
    name part: 1963-
    role:
      role term: creator
  name:
    name part: Smith, Matthew X.
    name part: 1961-
  type of resource: text
  genre: bibliography
  genre: Electronic books.
  origin info:
    place:
      place term: nju
    date issued: 2012
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource (xvi, 296 pages) : illustrations.
  abstract: "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.
  note: Timothy Noonan, Matt Smith.
  note: Includes index.
  note: Includes bibliographical references and index.
  subject:
    geographic code: n-us---
  subject:
    topic: Finance, Personal
    geographic: United States
  subject:
    topic: Financial security
    geographic: United States
  subject:
    topic: Financial planners
    geographic: United States
  subject:
    topic: Portfolio management
    geographic: United States
  subject:
    topic: Financial services industry
    geographic: United States
  subject:
    topic: BUSINESS & ECONOMICS
    topic: Finance
  subject:
    topic: BUSINESS & ECONOMICS
    topic: Personal Finance
    topic: Budgeting
  subject:
    topic: BUSINESS & ECONOMICS
    topic: Personal Finance
    topic: Money Management
  subject:
    topic: Finance, Personal
  subject:
    topic: Financial planners
  subject:
    topic: Financial security
  subject:
    topic: Financial services industry
  subject:
    topic: Portfolio management
  subject:
    geographic: United States
  classification: HG179 .N57 2012eb
  classification: 332.02400973
  classification: BUS027000
  related item:
    title info:
      title: Someday rich
    name:
      name part: Noonan, Timothy, 1963-
    origin info:
      publisher: Hoboken, NJ : Wiley, 2012
    identifier: (DLC) 2011029930
    identifier: (OCoLC)694396505
  related item:
    title info:
      title: Wiley finance series
  identifier: 9781118167526
  identifier: 111816752X
  identifier: 9781118167519
  identifier: 1118167511
  identifier: 9781119200826
  identifier: 1119200822
  identifier: 9780470920008
  identifier: 0470920009
  identifier: 331605 MIL
  identifier: 7C038E0D-694C-421F-AC75-7D865BDEFCA5 OverDrive, Inc.
  identifier: https://doi.org/10.1002/9781119200826
  record info:
    record content source: TEFOD
    record creation date: 120123
    record change date: 20170124071800.4
    record identifier: ocn773580070
    language of cataloging:
      language term: eng