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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 | ||
| ||
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 | ||
| ||
Financial independence (getting to point X) : a comprehensive tax-smart wealth management guide / / John J. Vento
| Financial independence (getting to point X) : a comprehensive tax-smart wealth management guide / / John J. Vento |
| Autore | Vento John J. |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, NJ : , : Wiley, , [2018] |
| Descrizione fisica | 1 online resource (483 pages) |
| Disciplina | 332.02400973 |
| Soggetto topico |
Finance, Personal - United States
BUSINESS & ECONOMICS / Finance |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-51035-X
1-119-51038-4 1-119-51036-8 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Foreword Preface Acknowledgments Introduction What's New in the 2nd Edition Chapter 1 - Committing to Living within your means Chapter 2 - Understanding Taxes Chapter 3 - Determining your Financial Position Chapter 4 - Managing Debt Chapter 5 - Insuring your Health and Life Chapter 6 - Protecting your Property with Insurance Chapter 7 - Paying for College Chapter 8 - Planning for Retirement Chapter 9 - Managing your Investments Chapter 10 - Preserving your Estate Chapter 11 - Starting your Own Business Chapter 12 - The Time Value of Money Appendix A Appendix B Appendix C About the Author Index. |
| Record Nr. | UNINA-9910555171003321 |
|
Vento John J.
|
||
| Hoboken, NJ : , : Wiley, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial independence (getting to point X) : a comprehensive tax-smart wealth management guide / / John J. Vento
| Financial independence (getting to point X) : a comprehensive tax-smart wealth management guide / / John J. Vento |
| Autore | Vento John J. |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, NJ : , : Wiley, , [2018] |
| Descrizione fisica | 1 online resource (483 pages) |
| Disciplina | 332.02400973 |
| Soggetto topico |
Finance, Personal - United States
BUSINESS & ECONOMICS / Finance |
| ISBN |
1-119-51035-X
1-119-51038-4 1-119-51036-8 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Machine generated contents note: Foreword Preface Acknowledgments Introduction What's New in the 2nd Edition Chapter 1 - Committing to Living within your means Chapter 2 - Understanding Taxes Chapter 3 - Determining your Financial Position Chapter 4 - Managing Debt Chapter 5 - Insuring your Health and Life Chapter 6 - Protecting your Property with Insurance Chapter 7 - Paying for College Chapter 8 - Planning for Retirement Chapter 9 - Managing your Investments Chapter 10 - Preserving your Estate Chapter 11 - Starting your Own Business Chapter 12 - The Time Value of Money Appendix A Appendix B Appendix C About the Author Index. |
| Record Nr. | UNINA-9910830218503321 |
|
Vento John J.
|
||
| Hoboken, NJ : , : Wiley, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento
| Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento |
| Autore | Vento John J |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
| Descrizione fisica | 1 online resource (380 p.) |
| Disciplina |
332
332.02400973 |
| Soggetto topico | Finance, Personal - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-57095-2
1-118-52636-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
| Record Nr. | UNINA-9910141636603321 |
|
Vento John J
|
||
| Hoboken, N.J., : John Wiley & Sons, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento
| Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento |
| Autore | Vento John J |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
| Descrizione fisica | 1 online resource (380 p.) |
| Disciplina |
332
332.02400973 |
| Soggetto topico | Finance, Personal - United States |
| ISBN |
1-118-57095-2
1-118-52636-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
| Record Nr. | UNINA-9910829807203321 |
|
Vento John J
|
||
| Hoboken, N.J., : John Wiley & Sons, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial independence (getting to point X) : an advisor's guide to comprehensive wealth management / / John J. Vento
| Financial independence (getting to point X) : an advisor's guide to comprehensive wealth management / / John J. Vento |
| Autore | Vento John J |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
| Descrizione fisica | 1 online resource (380 p.) |
| Disciplina |
332
332.02400973 |
| Soggetto topico | Finance, Personal - United States |
| ISBN |
1-118-57095-2
1-118-52636-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
| Record Nr. | UNINA-9911018827603321 |
|
Vento John J
|
||
| Hoboken, N.J., : John Wiley & Sons, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith
| Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith |
| Autore | Noonan Timothy <1963-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina |
332.02400973
332.6 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal - United States
Financial security - United States Financial planners - United States Portfolio management - United States Financial services industry - United States |
| ISBN |
1-118-16751-1
1-119-20082-2 1-283-31605-6 9786613316059 1-118-16752-X |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index |
| Record Nr. | UNINA-9910139718903321 |
|
Noonan Timothy <1963->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith
| Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith |
| Autore | Noonan Timothy <1963-> |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 |
| Descrizione fisica | 1 online resource (316 p.) |
| Disciplina |
332.02400973
332.6 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal - United States
Financial security - United States Financial planners - United States Portfolio management - United States Financial services industry - United States |
| ISBN |
1-118-16751-1
1-119-20082-2 1-283-31605-6 9786613316059 1-118-16752-X |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index |
| Record Nr. | UNINA-9910820164603321 |
|
Noonan Timothy <1963->
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||