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The effects of recent turmoil in financial markets on retirement security [[electronic resource] ] : statement of Peter R. Orzag, director, before the Committee on Education and Labor, U.S. House of Representatives
The effects of recent turmoil in financial markets on retirement security [[electronic resource] ] : statement of Peter R. Orzag, director, before the Committee on Education and Labor, U.S. House of Representatives
Autore Orszag Peter R
Pubbl/distr/stampa Washington, D.C. : , : U.S. Congressional Budget Office, , [2008]
Descrizione fisica 8 pages : digital, PDF file
Collana Congressional Budjet Office testimony
Soggetto topico Finance, Personal - United States
Investments - United States
Retirement - Planning
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Altri titoli varianti Effects of recent turmoil in financial markets on retirement security
Record Nr. UNINA-9910697633103321
Orszag Peter R  
Washington, D.C. : , : U.S. Congressional Budget Office, , [2008]
Materiale a stampa
Lo trovi qui: Univ. Federico II
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Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
Autore Curtis Gregory <1947->
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2016
Descrizione fisica 1 online resource (355 p.)
Disciplina 332.02400973
Soggetto topico Finance, Personal
Wealth - United States
Investments - United States
Finance - United States
ISBN 1-119-09412-7
1-119-09411-9
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index .
Record Nr. UNINA-9910137544203321
Curtis Gregory <1947->  
Hoboken, New Jersey : , : Wiley, , 2016
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
Family capital : working with wealthy families to manage their money across generations / / Gregory Curtis
Autore Curtis Gregory <1947->
Pubbl/distr/stampa Hoboken, New Jersey : , : Wiley, , 2016
Descrizione fisica 1 online resource (355 p.)
Disciplina 332.02400973
Soggetto topico Finance, Personal
Wealth - United States
Investments - United States
Finance - United States
ISBN 1-119-09412-7
1-119-09411-9
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His Catastrophic Mistake Preparation and Use How Not to Manage Your Family's Money The Mistakes George Made What a Good Advisor Could Have Done for the Titans Summary Notes Chapter 2 Ned and Rose Succeed Jake as Co-Heads of the Family Ned and Rose React to George III's Decision to Sell Equities Jake Picks Ned and Rose as Co-Heads of His Branch of the Titan Family What the Regional Brokerage Firm Could Have Done Better Summary Chapter 3 The Titans Search for and Engage a New Financial Advisor Preparation and Use How the Titans Conducted Their Search Concluding the Search Summary Notes Chapter 4 First Meeting: Governance, Investment Strategy and Other Introductory Matters Preparation and Use First Meeting with the Titan's New Advisor Summary Note Chapter 5 The Titans Create an Investment Policy Statement Preparation and Use The Titan Family Meeting Summary Notes Chapter 6 Establishing the Titan Family's Investment Objectives Preparation and Use The Titan Family's Version of Their Investment Objectives Summary Notes Chapter 7 The Titans Grapple with Asset Allocation Preparation and Use The Asset Allocation Meeting Summary Notes Chapter 8 The Manager Search Meeting Preparation and Use The Manager Selection Meeting Summary Notes Chapter 9 Reviewing the Performance of the Investment Accounts Preparation and Use The Performance Reporting Meeting Summary Notes Chapter 10 Miscellaneous Investment-Related Discussions Preparation and Use Family Investment Education Adding Value to the Titan Family Portfolio Investment Committees Socially Responsible Investing Summary Notes Chapter 11 Miscellaneous Non-Investment Discussions Preparation and Use Hiring a Custodian Family Limited Partnerships Family Philanthropy The Family Office How Much to Leave the Kids Inequality and Wealth Summary Notes About the Author About the Website Index .
Record Nr. UNINA-9910820166903321
Curtis Gregory <1947->  
Hoboken, New Jersey : , : Wiley, , 2016
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Autore Holzer Bambi
Pubbl/distr/stampa New York, : AMACOM, American Management Association, c2007
Descrizione fisica vi, 250 p. : ill
Disciplina 332.0240086/55
Soggetto topico Couples - United States - Finance, Personal
Investments - United States
Financial security - United States
Wealth - United States
Soggetto genere / forma Electronic books.
ISBN 1-281-12654-3
9786611126544
0-8144-2989-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Getting to know you and your partner -- Love-- and dead ends-- are blind -- Finance is in the eye of the beholder--our individual money styles -- "We need to talk" -- Conducting your financial state of the union meeting -- Merging and managing your financial life together -- Yours, mine, and ours--marrying your finances-- or not -- No secrets--keeping and maintaining good financial records -- Successfully preparing for your financial life events -- Setting up house -- Children and couplehood -- Being prepared for emergencies -- Retirement--at long last and how long will our money last? -- Estate planning -- Investing today--what you need to do now -- Times have changed -- What to invest in now -- Epilogue--parting words.
Record Nr. UNINA-9910451638303321
Holzer Bambi  
New York, : AMACOM, American Management Association, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Autore Holzer Bambi
Pubbl/distr/stampa New York, : AMACOM, American Management Association, c2007
Descrizione fisica vi, 250 p. : ill
Disciplina 332.0240086/55
Soggetto topico Couples - United States - Finance, Personal
Investments - United States
Financial security - United States
Wealth - United States
ISBN 1-281-12654-3
9786611126544
0-8144-2989-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Getting to know you and your partner -- Love-- and dead ends-- are blind -- Finance is in the eye of the beholder--our individual money styles -- "We need to talk" -- Conducting your financial state of the union meeting -- Merging and managing your financial life together -- Yours, mine, and ours--marrying your finances-- or not -- No secrets--keeping and maintaining good financial records -- Successfully preparing for your financial life events -- Setting up house -- Children and couplehood -- Being prepared for emergencies -- Retirement--at long last and how long will our money last? -- Estate planning -- Investing today--what you need to do now -- Times have changed -- What to invest in now -- Epilogue--parting words.
Record Nr. UNINA-9910777885003321
Holzer Bambi  
New York, : AMACOM, American Management Association, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Financial bliss [[electronic resource] ] : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer
Autore Holzer Bambi
Edizione [1st ed.]
Pubbl/distr/stampa New York, : AMACOM, American Management Association, c2007
Descrizione fisica vi, 250 p. : ill
Disciplina 332.0240086/55
Soggetto topico Couples - United States - Finance, Personal
Investments - United States
Financial security - United States
Wealth - United States
ISBN 1-281-12654-3
9786611126544
0-8144-2989-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Getting to know you and your partner -- Love-- and dead ends-- are blind -- Finance is in the eye of the beholder--our individual money styles -- "We need to talk" -- Conducting your financial state of the union meeting -- Merging and managing your financial life together -- Yours, mine, and ours--marrying your finances-- or not -- No secrets--keeping and maintaining good financial records -- Successfully preparing for your financial life events -- Setting up house -- Children and couplehood -- Being prepared for emergencies -- Retirement--at long last and how long will our money last? -- Estate planning -- Investing today--what you need to do now -- Times have changed -- What to invest in now -- Epilogue--parting words.
Record Nr. UNINA-9910821078603321
Holzer Bambi  
New York, : AMACOM, American Management Association, c2007
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Autore Shane Scott <1964->
Pubbl/distr/stampa Oxford ; ; New York, : Oxford University Press, 2009
Descrizione fisica 1 online resource (289 p.)
Disciplina 332.04150973
332.60973
Collana Financial Management Association Survey & Synthesis
Soggetto topico Venture capital - United States
Small business - United States - Finance
Investments - United States
Soggetto genere / forma Electronic books.
ISBN 1-281-82590-5
9786611825904
0-19-971608-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Contents; Acknowledgments; Introduction; ONE: What Is Angel Investing and Why Do People Do It?; TWO: How Big Is the Angel Capital Market?; THREE: Who Are Angel Investors?; FOUR: How Many Companies Need Angels?; FIVE: What Do Angel Investments Look Like?; SIX: Who Gets Angel Money?; SEVEN: How Does the Angel Investment Process Work?; EIGHT: How Well Do Angel Investments Perform?; NINE: What Are Angel Groups?; TEN: How Do the Best Angels Invest?; ELEVEN: What Makes a Place Good for Angel Investing?; TWELVE: Conclusions; Notes; Index
Record Nr. UNINA-9910453819503321
Shane Scott <1964->  
Oxford ; ; New York, : Oxford University Press, 2009
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Autore Shane Scott <1964->
Pubbl/distr/stampa Oxford ; ; New York, : Oxford University Press, 2009
Descrizione fisica 1 online resource (289 p.)
Disciplina 332.04150973
332.60973
Collana Financial Management Association Survey & Synthesis
Soggetto topico Venture capital - United States
Small business - United States - Finance
Investments - United States
ISBN 0-19-770296-1
0-19-988708-X
1-281-82590-5
9786611825904
0-19-971608-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Contents; Acknowledgments; Introduction; ONE: What Is Angel Investing and Why Do People Do It?; TWO: How Big Is the Angel Capital Market?; THREE: Who Are Angel Investors?; FOUR: How Many Companies Need Angels?; FIVE: What Do Angel Investments Look Like?; SIX: Who Gets Angel Money?; SEVEN: How Does the Angel Investment Process Work?; EIGHT: How Well Do Angel Investments Perform?; NINE: What Are Angel Groups?; TEN: How Do the Best Angels Invest?; ELEVEN: What Makes a Place Good for Angel Investing?; TWELVE: Conclusions; Notes; Index
Record Nr. UNINA-9910782583503321
Shane Scott <1964->  
Oxford ; ; New York, : Oxford University Press, 2009
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Fool's gold? [[electronic resource] ] : the truth behind angel investing in America / / Scott A. Shane
Autore Shane Scott <1964->
Pubbl/distr/stampa Oxford ; ; New York, : Oxford University Press, 2009
Descrizione fisica 1 online resource (289 p.)
Disciplina 332.04150973
332.60973
Collana Financial Management Association Survey & Synthesis
Soggetto topico Venture capital - United States
Small business - United States - Finance
Investments - United States
ISBN 0-19-770296-1
0-19-988708-X
1-281-82590-5
9786611825904
0-19-971608-0
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Contents; Acknowledgments; Introduction; ONE: What Is Angel Investing and Why Do People Do It?; TWO: How Big Is the Angel Capital Market?; THREE: Who Are Angel Investors?; FOUR: How Many Companies Need Angels?; FIVE: What Do Angel Investments Look Like?; SIX: Who Gets Angel Money?; SEVEN: How Does the Angel Investment Process Work?; EIGHT: How Well Do Angel Investments Perform?; NINE: What Are Angel Groups?; TEN: How Do the Best Angels Invest?; ELEVEN: What Makes a Place Good for Angel Investing?; TWELVE: Conclusions; Notes; Index
Record Nr. UNINA-9910828300203321
Shane Scott <1964->  
Oxford ; ; New York, : Oxford University Press, 2009
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Franchise and business opportunities [[electronic resource]]
Franchise and business opportunities [[electronic resource]]
Pubbl/distr/stampa [Washington, D.C.] : , : Federal Trade Commission, Bureau of Consumer Protection, Division of Consumer and Business Education, , [2000]
Descrizione fisica 4 unnumbered pages : digital, PDF file
Collana FTC facts for consumers
Soggetto topico Franchises (Retail trade) - United States
Investments - United States
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Record Nr. UNINA-9910695594103321
[Washington, D.C.] : , : Federal Trade Commission, Bureau of Consumer Protection, Division of Consumer and Business Education, , [2000]
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui