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 | ||
|
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 | ||
|
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 | ||
|
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 | ||
|
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 | ||
|
Financial bliss : 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 | ||
|
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 | ||
|
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 | ||
|
Fool's gold? : the truth behind angel investing in America / / Scott A. Shane |
Autore | Shane Scott <1964-> |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Oxford ; ; New York, : Oxford University Press, 2009 |
Descrizione fisica | 1 online resource (289 p.) |
Disciplina |
332.04150973
332.60973 |
Collana | Oxford scholarship online |
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 | ||
|
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 | ||
|