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100   $a20090803d2010      uy             0
101 0 $aeng
135   $aurcn|||||||||
181   $ctxt
182   $cc
183   $acr
200 10$aRetirement portfolios workbook$b[electronic resource] $etheory, construction, and management /$fMichael J. Zwecher
210   $aHoboken, NJ $cJohn Wiley & Sons, Ltd.$dc2010
215   $a1 online resource (210 p.)
225 1 $aWiley finance series
300   $aDescription based upon print version of record.
311   $a0-470-55987-X 
320   $aIncludes bibliographical references and index.
327   $aRetirement 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 Portfolios
327   $aChapter 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 Life
327   $aChapter 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 Proposal
327   $aChapter 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
330   $aA companion Workbook to the text Retirement Portfolios  Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and
410  0$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   $a9910139512803321
996   $aRetirement portfolios workbook$92254992
997   $aUNINA