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Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher



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Autore: Zwecher Michael J. <1957-> Visualizza persona
Titolo: Retirement portfolios workbook [[electronic resource] ] : theory, construction, and management / / Michael J. Zwecher Visualizza cluster
Pubblicazione: Hoboken, NJ, : John Wiley & Sons, Ltd., c2010
Descrizione fisica: 1 online resource (210 p.)
Disciplina: 332.024/014
332.024014
Soggetto topico: Retirement income - Planning
Portfolio management
Note generali: Description based upon print version of record.
Nota di bibliografia: Includes bibliographical references and index.
Nota di contenuto: 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 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; 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
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; 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
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
Sommario/riassunto: A 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
Titolo autorizzato: Retirement portfolios workbook  Visualizza cluster
ISBN: 1-282-68972-X
9786612689727
1-118-26818-0
0-470-58620-6
Formato: Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione: Inglese
Record Nr.: 9910139512803321
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Serie: Wiley finance series.