LEADER 03923nam 2200637Ia 450 001 9910139513703321 005 20230725044905.0 010 $a1-282-68973-8 010 $a9786612689734 010 $a1-118-26826-1 010 $a0-470-58559-5 035 $a(CKB)2550000000006466 035 $a(EBL)479925 035 $a(OCoLC)593259560 035 $a(SSID)ssj0000342402 035 $a(PQKBManifestationID)11231031 035 $a(PQKBTitleCode)TC0000342402 035 $a(PQKBWorkID)10285679 035 $a(PQKB)10601148 035 $a(MiAaPQ)EBC479925 035 $a(Au-PeEL)EBL479925 035 $a(CaPaEBR)ebr10361103 035 $a(CaONFJC)MIL268973 035 $a(EXLCZ)992550000000006466 100 $a20090803d2010 uy 0 101 0 $aeng 135 $aurcn||||||||| 181 $ctxt 182 $cc 183 $acr 200 10$aRetirement portfolios$b[electronic resource] $etheory, construction, and management /$fMichael J. Zwecher 210 $aHoboken, NJ $cWiley$dc2010 215 $a1 online resource (306 p.) 225 1 $aWiley finance series 300 $aDescription based upon print version of record. 311 $a0-470-55681-1 320 $aIncludes bibliographical references and index. 327 $aRetirement Portfolios: Theory, Construction, and Management; Contents; Preface; PART ONE: FRAMING THE PROBLEM; PART THREE: MANAGING PORTFOLIOS FOR RETIREMENT INCOME; PART FOUR: MAKING IT HAPPEN; APPENDIXES; Acknowledgments; Part One: Framing the Problem; Chapter 1: Portfolio Focus and Stage of Life; Chapter 2: The Top-Down View; Chapter 3: The Importance of Lifestyle Flooring; Chapter 4: Monetizing Mortality; Chapter 5: Flooring with Capital Markets Products; Part Two: Adapting Portfolios for Retirement Income; Chapter 6: Building Retirement Income Portfolios 327 $aChapter 7: Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs Part Three: Managing Portfolios for Retirement Income; Chapter 8: Rebalancing Retirement Income Portfolios; Chapter 9: Active Risk Management for Retirement Income Portfolios; Part Four: Making It Happen; 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 327 $aAppendix A: History of Theoretical Developments in Life-Cycle Planning THE MODEL; RISING LIFESTYLES AND HABIT FORMATION; EMPIRICAL STUDIES OF LIFE-CYCLE BEHAVIOR; Appendix B: How Professionals Can Maximize the Usefulness of this Book; TRANSACTION-ORIENTED SALESPEOPLE; ASSET GATHERERS; INSURANCE PLANNERS; FINANCIAL PLANNERS; PORTFOLIO MANAGERS; Notes; Glossary; References; Index 330 $aRetirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to 410 0$aWiley finance series. 606 $aRetirement income$xPlanning 606 $aPortfolio management 615 0$aRetirement income$xPlanning. 615 0$aPortfolio management. 676 $a332.024/014 676 $a332.024014 700 $aZwecher$b Michael J.$f1957-$0859112 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910139513703321 996 $aRetirement portfolios$91917534 997 $aUNINA LEADER 01378nas0 22003853i 450 001 BVE0376930 005 20231121125418.0 011 $a1723-4042 020 $aIT$b2006-409S 100 $a20090213a20039999||||0itac50 ba 101 | $aita$amul 102 $ait 110 $aazu|||||||| 181 1$6z01$ai $bxxxe 182 1$6z01$an 200 1 $aEsamizdat$equadrimestrale di slavistica creativa 207 0$aVol. 1, n. 1 (2003)- 210 $aRoma$cAracne 215 $avolumi$d30 cm 300 $aQuadrimestrale 300 $aDisponibile anche online 326 $aQuadrimestrale 530 1 $aEsamizdat$9SBN0088973 606 $aLetterature slave$xStudi italiani$xPeriodici$2FIR$3BVEC185607$9I 676 $a891.705$9Letteratura slave orientali. Letteratura russa.$v22 801 3$aIT$bIT-01$c20090213 850 $aIT-RM028 $aIT-FR0017 856 $uhttps://www.esamizdat.it/ojs/index.php/eS 899 $aBiblioteca Universitaria Alessandrina$bRM028 $41(2003)-8(2010/11); 10(2014/15)-$eN 899 $aBiblioteca umanistica Giorgio Aprea$bFR0017 $eN 912 $aBVE0376930 950 0$aBiblioteca umanistica Giorgio Aprea$d 52PER.0 95$e 52SBA0000197035 VPN RS (2009)$fA $h20160518$i20160518 977 $a 01$a 52 996 $aESamizdat$91955970 997 $aUNICAS