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Financial numeracy in mathematics education : research and practice / / Annie Savard, Alexandre Cavalcante
| Financial numeracy in mathematics education : research and practice / / Annie Savard, Alexandre Cavalcante |
| Autore | Savard Annie |
| Pubbl/distr/stampa | Cham, Switzerland : , : Springer, , [2021] |
| Descrizione fisica | 1 online resource (115 pages) |
| Disciplina | 332.024 |
| Collana | Mathematics Education in the Digital Era Ser. |
| Soggetto topico |
Financial literacy - Study and teaching
Mathematics - Study and teaching Ensenyament de la matemàtica |
| Soggetto genere / forma | Llibres electrònics |
| ISBN | 3-030-73588-5 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910495195103321 |
Savard Annie
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| Cham, Switzerland : , : Springer, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Financial planning competency handbook / / Charles R. Chaffin, editor
| Financial planning competency handbook / / Charles R. Chaffin, editor |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (892 p.) |
| Disciplina | 332.024 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal
Financial planners |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-64249-3
1-119-09501-8 1-119-09502-6 1-119-09466-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Series; Title page; Copyright; Acknowledgments; About the Book; Preface; NOTES; About the Practice Questions; About the Contributors; PART ONE Introduction; 1 Theory and Practice; PART ONE; CHAPTER INTRODUCTIONS; STUDENT-CENTERED LEARNING OBJECTIVES BASED ON CFP BOARD PRINCIPAL TOPICS; IN CLASS; BLOOM'S TAXONOMY; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; PART TWO; PART THREE; NOTES; 2 Function, Purpose, and Regulation of Financial Institutions; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES
3 Financial Services Regulations and RequirementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 4 Consumer Protection Laws; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 5 Fiduciary; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 6 Financial Planning Process; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES 7 Financial StatementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 8 Cash Flow Management; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 9 Financing Strategies; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 10 Economic Concepts; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 11 Time Value of Money CONNECTIONS DIAGRAMINTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTE; 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 13 Principles of Communication and Counseling; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 14 Debt Management; CONNECTIONS DIAGRAM; OVERVIEW; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES IN PRACTICE15 Education Needs Analysis; CONNECTIONS DIAGRAM; INTRODUCTION; NEEDS ANALYSIS CALCULATION; LEARNING OBJECTIVES:; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 16 Education Savings Vehicles; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 17 Financial Aid (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 18 Gift and Income Tax Strategies (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS PROFESSIONAL PRACTICE CAPABILITIES |
| Record Nr. | UNINA-9910460490703321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial planning competency handbook / / Charles R. Chaffin, editor
| Financial planning competency handbook / / Charles R. Chaffin, editor |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (892 p.) |
| Disciplina | 332.024 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal
Financial planners |
| ISBN |
1-119-64249-3
1-119-09501-8 1-119-09502-6 1-119-09466-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Series; Title page; Copyright; Acknowledgments; About the Book; Preface; NOTES; About the Practice Questions; About the Contributors; PART ONE Introduction; 1 Theory and Practice; PART ONE; CHAPTER INTRODUCTIONS; STUDENT-CENTERED LEARNING OBJECTIVES BASED ON CFP BOARD PRINCIPAL TOPICS; IN CLASS; BLOOM'S TAXONOMY; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; PART TWO; PART THREE; NOTES; 2 Function, Purpose, and Regulation of Financial Institutions; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES
3 Financial Services Regulations and RequirementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 4 Consumer Protection Laws; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 5 Fiduciary; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 6 Financial Planning Process; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES 7 Financial StatementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 8 Cash Flow Management; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 9 Financing Strategies; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 10 Economic Concepts; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 11 Time Value of Money CONNECTIONS DIAGRAMINTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTE; 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 13 Principles of Communication and Counseling; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 14 Debt Management; CONNECTIONS DIAGRAM; OVERVIEW; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES IN PRACTICE15 Education Needs Analysis; CONNECTIONS DIAGRAM; INTRODUCTION; NEEDS ANALYSIS CALCULATION; LEARNING OBJECTIVES:; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 16 Education Savings Vehicles; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 17 Financial Aid (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 18 Gift and Income Tax Strategies (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS PROFESSIONAL PRACTICE CAPABILITIES |
| Record Nr. | UNINA-9910530236403321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial planning competency handbook / / Charles R. Chaffin, editor
| Financial planning competency handbook / / Charles R. Chaffin, editor |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , 2015 |
| Descrizione fisica | 1 online resource (892 p.) |
| Disciplina | 332.024 |
| Collana | Wiley Finance |
| Soggetto topico |
Finance, Personal
Financial planners |
| ISBN |
1-119-64249-3
1-119-09501-8 1-119-09502-6 1-119-09466-6 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Series; Title page; Copyright; Acknowledgments; About the Book; Preface; NOTES; About the Practice Questions; About the Contributors; PART ONE Introduction; 1 Theory and Practice; PART ONE; CHAPTER INTRODUCTIONS; STUDENT-CENTERED LEARNING OBJECTIVES BASED ON CFP BOARD PRINCIPAL TOPICS; IN CLASS; BLOOM'S TAXONOMY; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; PART TWO; PART THREE; NOTES; 2 Function, Purpose, and Regulation of Financial Institutions; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES
3 Financial Services Regulations and RequirementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 4 Consumer Protection Laws; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 5 Fiduciary; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVE; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 6 Financial Planning Process; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES 7 Financial StatementsCONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 8 Cash Flow Management; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 9 Financing Strategies; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 10 Economic Concepts; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 11 Time Value of Money CONNECTIONS DIAGRAMINTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTE; 12 Client and Planner Attitudes, Values, Biases, and Behavioral Finance; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 13 Principles of Communication and Counseling; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; NOTES; 14 Debt Management; CONNECTIONS DIAGRAM; OVERVIEW; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES IN PRACTICE15 Education Needs Analysis; CONNECTIONS DIAGRAM; INTRODUCTION; NEEDS ANALYSIS CALCULATION; LEARNING OBJECTIVES:; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 16 Education Savings Vehicles; CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 17 Financial Aid (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS; PROFESSIONAL PRACTICE CAPABILITIES; IN PRACTICE; 18 Gift and Income Tax Strategies (Education); CONNECTIONS DIAGRAM; INTRODUCTION; LEARNING OBJECTIVES; IN CLASS PROFESSIONAL PRACTICE CAPABILITIES |
| Record Nr. | UNINA-9910825302903321 |
| Hoboken, New Jersey : , : Wiley, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Financial post magazine
| Financial post magazine |
| Pubbl/distr/stampa | Toronto, : National Post Co |
| Disciplina | 332.024 |
| Soggetto topico |
Business
Finance Affaires Finances personnelles - Canada Commerce Economic history |
| Soggetto genere / forma | Periodicals. |
| Classificazione | cci1icc |
| Formato | Materiale a stampa |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Record Nr. | UNISA-996336060803316 |
| Toronto, : National Post Co | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
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The financial storm warning for investors : how to prepare and protect your wealth from tax hikes and market crashes / / Jeff Camarda, Steven James Lee, Jerusha Lee
| The financial storm warning for investors : how to prepare and protect your wealth from tax hikes and market crashes / / Jeff Camarda, Steven James Lee, Jerusha Lee |
| Autore | Camarda Jeff |
| Pubbl/distr/stampa | Cham, Switzerland : , : Palgrave Macmillan, , [2021] |
| Descrizione fisica | 1 online resource (255 pages) |
| Disciplina | 332.024 |
| Soggetto topico | Finance, Personal |
| ISBN | 3-030-77271-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910503004703321 |
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Camarda Jeff
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| Cham, Switzerland : , : Palgrave Macmillan, , [2021] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The financial times guide to wealth management : how to plan, invest and protect your financial assets / / Jason Butler
| The financial times guide to wealth management : how to plan, invest and protect your financial assets / / Jason Butler |
| Autore | Butler Jason (Financial planner) |
| Edizione | [Second edition.] |
| Pubbl/distr/stampa | Harlow, England ; ; New York, United States : , : Pearson, , [2015] |
| Descrizione fisica | 1 online resource (524 pages) |
| Disciplina | 332.024 |
| Collana | Financial Times Guides |
| Soggetto topico |
Investments
Finance, Personal |
| ISBN | 1-292-00470-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Contents -- About the Author -- Acknowledgements -- Publisher's Acknowledgements -- Introduction -- Part 1: Wealth Planning -- 1 Know where you are going and why -- Money values -- Life planning can give deeper meaning to goals and dreams -- The three difficult questions -- Financial planning policies -- Don't mention the 'r' word -- 2 Financial personality and behaviour -- Financial risk profile -- Emotions and money -- Money styles -- Emotional intelligence -- 3 The power of a plan -- Where you want to go -- Convert pension funds to a simple level annuity -- Short- and long-term cashflow projections -- Possibility and probability -- The role of liquidity -- Identifying and understanding financial planning risks -- Investment strategy -- The future is always uncertain -- 4 The role of guidance and advice -- The media is not your friend -- The financial services marketing machine -- Average investors and markets -- Experience and professional qualifications -- The expert network -- planning and advice fees and value -- Adviser checklist -- Part 2: Wealth Preservation -- 5 Investment principles -- Speculating is not investing -- Capitalism and markets do work -- Risk and return are linked -- Equity risk -- Expected profitability -- Bond maturity and default premium -- Focus on the mix of assets -- Measuring investment risk -- what's right for me? -- 6 The investment building blocks -- Fixed interest investments -- Global short-dated bonds (currency hedged) -- Intermediate dated index-linked gilts -- Conventional long-dated gilts -- National savings certificates -- Index/lIBor-linked high-quality corporate bonds -- Permanent interest-bearing shares (pIBs) -- High-yield bonds, lower credit quality bonds, convertible preference shares, convertible bonds, emerging market bonds -- Equities -- Collateralised commodities futures index funds.
Global commercial property - real estate investment trusts (reITs) -- 7 Socially responsible and impact investing -- Thematic or trend investing -- Externalities -- Sustainability -- Social impact investment -- SRI in context -- 8 Alternative investments -- Gold -- Hedge funds/funds of hedge funds (FoHFs) -- Structured products -- Private equity -- Life settlement funds -- Zeros -- Convertible bonds -- Art and wine -- Wise words with which to leave you -- 9 Property and land -- Residential rental property -- The impact of borrowing on returns -- Working out the net yield -- Thinking like an investor -- The role of residential property -- Agricultural property, farmland and woodlands -- 10 Active or passive? -- Active investment management -- Passive investment management -- Core and satellite investing -- The efficient market hypothesis -- The folly of market timing -- Bulls and bears -- Do managers beat markets? -- The passive detractors -- Strategic valuation measures -- Making a choice -- 11 Options for investing -- Unit trusts, oeIcs and sIcAvs -- Exchange-traded funds (eTFs) -- Investment trust companies -- Passive management approaches -- Is the index an appropriate representation of the market? -- What are the full costs? -- Other types of investment funds -- 12 Other investment considerations -- The impact of dividends on overall investment returns -- The impact of regular withdrawals from your portfolio -- Interesting thoughts on asset allocation - the upward sloping equity glide path -- Principles to guide you -- The importance of rebalancing your portfolio -- The mechanics of rebalancing -- The use of debt with investing -- Inflation and deflation -- Leverage amplifies gains and losses -- Later life needs -- 13 The role of insurance -- Insuring property and possessions -- Insuring against ill health -- Insuring against loss of income. Insuring against liabilities arising on death -- Insuring against living too long -- Insuring for inheritance tax (IHT) -- Part: 3 Wealth Enhancement -- 14 General tax planning -- The main personal taxes -- Your tax risk profile -- Attacking aggressive tax planning -- Tax planning principles -- Practical ways of saving tax -- The need for professional advice -- 15 Single-premium investment bonds -- Tax deferral -- A warning on adviser charges -- Dividend income -- Bespoke investments -- 16 Minimising portfolio taxation -- Claiming losses -- Capital gains - the 30-day rule -- The individual savings account (IsA) allowance -- The four main non-pension investment tax wrappers -- 17 State and private pensions -- Basic state pension -- Additional state pension -- Single-tier state pension -- Private pensions -- Auto enrolment -- The contribution limits -- Qualified non-UK pension scheme (QnUps) -- 18 Managing your pension portfolio -- Cashflow needs -- Life expectancy and dependants -- Income and capital gains tax -- Pension lifetime allowance -- Impact of the lTA tax charge -- Protection against the lTA tax charge -- lTA tax charge mitigation strategies -- Investment strategy -- Estate planning -- Annuities -- Phased retirement or staggered vesting -- Pension drawdown -- Self-invested personal pensions (sIpps) -- Small self-administered scheme (ssAs) -- Qualifying recognised overseas pension schemes (Qrops) -- Part 4: Wealth Transfer and Succession -- 19 Later life planning -- Power of attorney -- Making wills in old age -- Long-term care fees -- Life assurance bonds -- Immediate care fees annuity -- The reality of care fees funding -- 20 Wealth succession -- Inheritance tax (IHT) -- Estate planning basics -- Deed of variation -- Life and pension policies -- Digital and virtual assets -- Normal expenditure out of surplus income exemption. Using life insurance -- Getting a bit more creative -- 21 Using trusts -- The two main types of trusts -- Borrowing to buy exempt assets -- Taxation of non-bare trust investments -- Practical uses of trusts -- 22 Non-trust structures -- Family investment companies -- Family limited partnerships -- Inheritance tax portfolio services -- The discounted value arrangement -- The A&M plan -- 23 Young people and money -- Money values and beliefs -- Passion and purpose -- Human capital -- Higher education funding -- Learning about business -- The rule of 72 -- Borrowing -- Principles and practices -- 24 Philanthropy -- Giving time -- Giving money -- Reasons for giving -- Gift Aid -- Gift Aid and chargeable events on insurance bonds -- Non-cash gifts to charities -- Charitable legacy IHT reduction -- Ways to give -- 25 No regrets -- Are you inspired by your life? -- The power of knowing your 'why' -- Happiness is not the same as pleasure -- Financial happiness -- Who do you have around you? -- Just do it! -- A thought to leave you with -- Useful websites and further reading -- Index. |
| Record Nr. | UNINA-9910153256103321 |
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Butler Jason (Financial planner)
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| Harlow, England ; ; New York, United States : , : Pearson, , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The Financial Times guide to wealth management : how to plan, invest and protect your financial assets
| The Financial Times guide to wealth management : how to plan, invest and protect your financial assets |
| Autore | Butler Jason (Financial planner) |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Harlow : , : Pearson, , 2012 |
| Descrizione fisica | 1 online resource (344 pages) |
| Disciplina | 332.024 |
| Collana | Financial Times guides |
| Soggetto topico | Investments |
| ISBN |
1-283-73398-6
0-273-74302-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover -- The Financial Times Guide to Wealth Management -- Contents -- Acknowledgements -- Publisher's acknowledgements -- Introduction -- Part 1 Strategic Planning -- Know where you are going and why -- Money values -- Life planning can provide deeper meaning to goals and dreams -- The three difficult questions -- What's really important? -- Financial planning policies -- Clear goals -- Other goals -- Time horizon -- Current/desired lifestyle expenditure -- Knowing your 'financial personality' -- Behaviour -- Communication style -- Financial risk profile -- Emotions and money -- Emotional intelligence -- The nine high-net-worth personalities -- Financial personalities -- And finally... -- The wealth framework -- The wealth summary -- The financial plan -- The investment policy statement -- The value of advice -- The media is not your friend -- The financial services marketing machine -- Average investors and markets -- Responding to changing economic conditions -- Decide what advice service you need and will value most -- The role of a good financial adviser or wealth manager -- Wealth management -- The expert network -- Experience and professional qualifications -- Fees and other costs -- Part 2 The investment engine -- Rules of the investing 'game' -- Speculating is not investing -- Capitalism and markets do work -- Risk and return are linked -- Equity risk -- The multi-factor model -- Bond maturity and default premium -- Focus on the mix of assets -- Investment risk -- What's right for me? -- The investment building blocks -- Fixed interest investments -- Equities -- Alternative investments -- Gold -- Hedge funds/fund of hedge funds (FOHFs) -- Structured products -- Private equity -- Life settlement funds -- Zeros -- Convertible bonds -- Residential buy-to-lets -- Active or passive? -- Active investment management.
Passive investment management -- Core and satellite investing -- The efficient market hypothesis -- Bulls and bears -- Winning the loser's game -- Making a choice -- Options for investing -- Unit trusts, OEICs and SICAVs -- Exchange-traded funds (ETFs) -- Investment trusts -- Passive management approaches -- Is the index an appropriate representation of the market? -- What are the full costs? -- Other types of investment funds -- Other investment considerations -- Impact of dividends on overall investment returns -- The impact of regular withdrawals from your portfolio -- The importance of rebalancing your portfolio -- The use of debt and investing -- Part 3 Other Financial Planing issues -- Minimising portfolio taxation -- The individual savings account (ISA) allowance -- The three main non-pension investment tax wrappers -- General tax planning -- The main taxes -- Your tax risk profile -- Tax planning principles -- Practical ways of saving tax -- The need for advice -- The role of insurance -- Insuring property and possessions -- Insuring against ill health -- Insuring against loss of income -- Insuring against liabilities arising on death -- Insuring against living too long -- Inheritance tax (IHT) -- State and private pensions -- Basic State pension -- Private pensions -- Managing your pension portfolio -- Cashflow needs -- Life expectancy and dependants -- Income tax, etc. -- Pension lifetime allowance -- Investment risk and tax efficiency -- Estate planning -- Taking benefits -- Annuities -- Self-Invested Personal Pensions (SIPPs) -- Later life planning -- Power of attorney -- Making wills in old age -- Long-term care fees -- Wealth succession -- Inheritance tax (IHT) -- Estate planning basics -- Getting a bit more creative -- Using trusts and alternative structures -- The two main types of trusts -- Practical uses of trusts -- Philanthropy. Giving time -- Giving money -- Reasons for giving -- Other income tax benefits -- Non-cash gifts to charities -- Charitable legacy IHT reduction -- Ways to give -- A life with a purpose -- Are you inspired by your life? -- The power of knowing your 'why' -- Happiness is not the same as pleasure -- Who do you have around you? -- A thought to leave you with -- Useful websites and further reading -- Index. |
| Record Nr. | UNINA-9910150233103321 |
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Butler Jason (Financial planner)
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| Harlow : , : Pearson, , 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Financial vulnerability in Canada : the embedded experience of households / / Jerry Buckland and Brenda Spotton Visano
| Financial vulnerability in Canada : the embedded experience of households / / Jerry Buckland and Brenda Spotton Visano |
| Autore | Buckland Jerry |
| Pubbl/distr/stampa | Cham, Switzerland : , : Springer International Publishing, , [2022] |
| Descrizione fisica | 1 online resource (191 pages) |
| Disciplina | 332.024 |
| Soggetto topico |
Finance, Personal
Households - Economic aspects |
| ISBN | 3-030-92581-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Foreword -- Acknowledgments -- Contents -- List of Figures -- List of Tables -- List of Boxes -- 1 Introduction -- Defining Financial Vulnerability -- Financial Vulnerability: A Multi-dimensional Concept -- Why be Concerned with Financial Vulnerability? -- Nested Influences -- Canadian Financial Diaries Research -- Chapter Outline -- Works Cited -- 2 Theories and Evidence of Financial Vulnerability -- Consumer-based Explanations of Financial Vulnerability -- Behavior and Consumer Financial Vulnerability -- Psychology and Consumer Financial Vulnerability -- Institutional and Structural Explanations of Financial Vulnerability -- Social Networks and Consumer Financial Vulnerability -- The "Economy" and Consumer Financial Vulnerability -- Evidence of Inequality in Canada -- Institutional Barriers -- Financial Policies and Regulations and Consumer Financial Vulnerability -- Works Cited -- 3 Building a Financial Vulnerability Model -- The Canadian Financial Diaries Project -- Financial Diaries Participants -- Diversity in Financial Capability -- Agent or Structure? -- Financial Well-Being and Financial Vulnerability -- Finances and Overall Well-Being -- Analyzing the Financial Resilience of Diary Participants -- Financially Resilient -- Financially Vulnerable -- In Financial Crisis -- Financial Resilience Pathways -- Conclusion -- Works Cited -- 4 Socio-Cultural and Economic Institutions at the Local Level -- Migrating Poverty from the Core to the Suburbs -- Social Exclusion, Poverty, Social Capital, and Development -- Class, Race, and Gender in Modest-Income Neighborhoods -- Economic Issues -- Welfare Support -- Community Financing and Economy -- Housing, Retail, Food Security, and Health -- Housing -- Retail Decline -- Food and Health Security -- Conclusion -- Works Cited -- 5 The Household as Financial Manager.
Financial Vulnerability as Over-Indebtedness -- Financial Vulnerability from Mortgage Over-Indebtedness -- Conventional Liquidity Indicators of Mortgage Indebtedness -- Mortgage-Indebted Homeowners in Canada -- Financial Vulnerability from Conventional Non-Mortgage Debt -- Financial Vulnerability from High-Cost Debt -- Financial Vulnerability as More Than Over-Indebtedness -- Broader Material Indicators of Financial Vulnerability -- Today's Liquidity Problem -- Financial Insecurity and a Threat to tomorrow's Liquidity -- Savings and Household Solvency -- Socioeconomic Characteristics of Vulnerable Canadians -- Financial Vulnerability and Income -- Financial Vulnerability and Family Status -- Financial Vulnerability and Age -- Financial Vulnerability and Gender -- Financial Vulnerability as Subjective Stress -- Contributors to Financial Vulnerability -- Conclusion -- Works Cited -- 6 Markets and Financial Institutions -- Financial Vulnerability and Basic Financial Services -- Landscape of Basic Consumer Financial Services -- Mainstream Banking -- Payments Transactions -- Consumer Use of Mainstream Banking Services -- Alternative Financial Services -- Barriers, Benchmarks, and a Poverty Penalty -- Setting a Benchmark -- The Poverty Penalty in Basic Banking Services -- The Fragility of Low-Income Financial Vulnerability -- Financial Technology Innovation -- Fintech-Supported Services -- Consumer Use of Fintech -- Fintech and Financial Vulnerability -- Conclusion -- Works Cited -- 7 Principles and Policy Recommendations -- Our Examination of Financial Vulnerability -- Equity as a Guide to a Better Society -- Equity and Intersectionality -- Equity, the Economy, and Society -- Equity and Access to Basic Banking Services -- Policy Recommendations -- Education-Focused Policies -- Balancing Individual Responsibility with Embeddedness. Balancing Financial Literacy with Poverty Literacy -- Economic-Focused Policies -- Targeting Employment -- Targeting Incomes -- Banking-Focused Policies -- Access to Services at Mainstream Banks and Credit Unions -- Access to Consumer Financial Protection -- Consumer Supports-Advice and Advocacy for Canadians with Lower Incomes -- Conclusion -- Works Cited -- Index. |
| Record Nr. | UNINA-9910551828203321 |
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Buckland Jerry
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| Cham, Switzerland : , : Springer International Publishing, , [2022] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Finanza quotidiana : come investire senza (troppi) errori / Fabrizio Ghisellini
| Finanza quotidiana : come investire senza (troppi) errori / Fabrizio Ghisellini |
| Autore | GHISELLINI, Fabrizio |
| Pubbl/distr/stampa | Roma ; Bari : Laterza, 2017 |
| Descrizione fisica | XI, 136 p. ; 21 cm |
| Disciplina | 332.024 |
| Soggetto topico | Patrimonio familiare - Investimenti |
| ISBN | 978-88-581-2454-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | ita |
| Record Nr. | UNISA-996224647203316 |
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GHISELLINI, Fabrizio
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| Roma ; Bari : Laterza, 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
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