04329nam 2200649Ia 450 991013951280332120230725044833.01-282-68972-X97866126897271-118-26818-00-470-58620-6(CKB)2550000000006467(EBL)479926(OCoLC)609854730(SSID)ssj0000365307(PQKBManifestationID)11253285(PQKBTitleCode)TC0000365307(PQKBWorkID)10403092(PQKB)11375073(MiAaPQ)EBC479926(Au-PeEL)EBL479926(CaPaEBR)ebr10361041(CaONFJC)MIL268972(EXLCZ)99255000000000646720090803d2010 uy 0engurcn|||||||||txtccrRetirement portfolios workbook[electronic resource] theory, construction, and management /Michael J. ZwecherHoboken, NJ John Wiley & Sons, Ltd.c20101 online resource (210 p.)Wiley finance seriesDescription based upon print version of record.0-470-55987-X Includes bibliographical references and index.Retirement Portfolios Workbook: Theory, Construction, and Management; Contents; Preface; BEFORE YOU GET STARTED: TOOLS YOU'LL NEED TO COMPLETE THE EXERCISES; Part One: Questions; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income PortfoliosChapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the Proposal; Chapter 12: Market Segmentation; Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and Fallacies; Part Two: Solutions; Chapter 1: Portfolio Focus and Stage of LifeChapter 2: The Top-Down View: A Short Primer on Economic Models of Retirement Income Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality: Annuities and Longevity Insurance; Chapter 5: Flooring with Capital Markets Products; Chapter 6: Building Retirement Income Portfolios; Chapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Chapter 10: The Transition Phase; Chapter 11: Putting Together the ProposalChapter 12: Market Segmentation Chapter 13: Products and Example Portfolios; Chapter 14: Preparing Your Client for a Retirement Income Portfolio; Chapter 15: Salvage Operations, Mistakes, and FallaciesA companion Workbook to the text Retirement Portfolios Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped andWiley finance series.Retirement incomePlanningPortfolio managementRetirement incomePlanning.Portfolio management.332.024/014332.024014Zwecher Michael J.1957-859112MiAaPQMiAaPQMiAaPQBOOK9910139512803321Retirement portfolios workbook2254992UNINA