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Retirement Portfolios Workbook: Theory, Construction, and Management

Retirement Portfolios Workbook: Theory, Construction, and Management
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作者: 著
出版社: Wiley
2010-01
版次: 1
ISBN: 9780470559871
定价: 284.40
装帧: 平装
开本: 其他
纸张: 其他
页数: 183页
正文语种: 英语
丛书: Wiley Finance
分类: 外文古旧书>英文书>经济
  • AcompanionWorkbooktothetextRetirementPortfoliosRetirementisoneofthemostimportantpartsofthefinancialplanningprocess.Yetonlytwopercentoffinancialadvisorsdescribethemselvesascompetentinretirementplanning.Constructingaretirementportfolioisviewedasadifficultendeavor,andthedemandsfacingfinancialadvisorsresponsibleforthistaskcontinuetogrow.Thepressuresareparticularlyintenseduetoeventssuchasthefinancialcrisisandoncomingrushofretiringbabyboomers.Itisimperativethatfinancialadvisorsbeequippedandreadytocreateappropriateretirementportfolios.That′swhyMichaelZwecher–aleadingexpertonretirementincome–hascreatedRetirementPortfoliosandtheRetirementPortfoliosWorkbook.InthetextRetirementPortfolios,leadingretirementincomeexpertMichaelZwecherprovidesfinancialprofessionalswithcompletecoverageofthemostimportantissuesinthisfield.TheRetirementPortfoliosWorkbookoffersyouawealthofpracticalinformationandexercisesthatwillsolidifyyourunderstandingofthetoolsandtechniquesassociatedwiththisdiscipline.ThiscomprehensivestudyguideProvideschaptersummariesandendofchapterquestionstothemainbookTestyourknowledgeoftheinformationaddressedinRetirementPortfolios,beforeyouputittoworkinrealworldsituationsHelpsyoulearntosolveproblemswhilesettinguptoolsyoucanuseinpracticePutsthemanagementofrisksrelatedtoretirementportfoliosinperspectiveIfyouwanttogainafirmunderstandingoftheinformationoutlinedinRetirementPortfolios,thelessonswithinthisworkbookcanshowyouhow. MICHAELJ.ZWECHERisaleadingexpertonretirementincome.Hehascreatedguidance,designedproducts,tools,andportfolioconstructionsthatappealtothefinancialadvisorcommunityandtheirclients.Zwecherco-chairsthecurriculumcommitteeoftheRetirementIncomeIndustryAssociation.HespentovertenyearsatMerrillLynch,holdingseniorrolesinriskmanagementandwealthmanagement,whereherantheInvestmentManagementStrategicSolutionsteamintheFinancialProductsGroup.PriortoMerrill,hewasaconsultantwithDeloitte,anassistantprofessorattheGraduateSchoolofBusinessAdministrationatFordhamUniversity,andavisitingassociateprofessorattheUniversityofWisconsin–Madison.ZwecherholdsaPhDinfinancefromtheUniversityofWisconsin–Madison. Preface.PARTONEQuestions.CHAPTER1PortfolioFocusandStageofLife.CHAPTER2TheTop-DownView:AShortPrimeronEconomicModelsofRetirementIncome.CHAPTER3TheImportanceofLifestyleFlooring.CHAPTER4MonetizingMortality:AnnuitiesandLongevityInsurance.CHAPTER5FlooringwithCapitalMarketsProducts.CHAPTER6BuildingRetirementIncomePortfolios.CHAPTER7CreatingAllocationsforConstructingPracticalPortfoliosbyAgeandLifestyleNeeds.CHAPTER8RebalancingRetirementIncomePortfolios.CHAPTER9ActiveRiskManagementforRetirementIncomePortfolios.CHAPTER10TheTransitionPhase.CHAPTER11PuttingTogethertheProposal.CHAPTER12MarketSegmentation.CHAPTER13ProductsandExamplePortfolios.CHAPTER14PreparingYourClientforaRetirementIncomePortfolio.CHAPTER15SalvageOperations,Mistakes,andFallacies.PARTTWOSolutions.CHAPTER1PortfolioFocusandStageofLife.CHAPTER2TheTop-DownView:AShortPrimeronEconomicModelsofRetirementIncome.CHAPTER3TheImportanceofLifestyleFlooring.CHAPTER4MonetizingMortality:AnnuitiesandLongevityInsurance.CHAPTER5FlooringwithCapitalMarketsProducts.CHAPTER6BuildingRetirementIncomePortfolios.CHAPTER7CreatingAllocationsforConstructingPracticalPortfoliosbyAgeandLifestyleNeeds.CHAPTER8RebalancingRetirementIncomePortfolios.CHAPTER9ActiveRiskManagementforRetirementIncomePortfolios.CHAPTER10TheTransitionPhase.CHAPTER11PuttingTogethertheProposal.CHAPTER12MarketSegmentation.CHAPTER13ProductsandExamplePortfolios.CHAPTER14PreparingYourClientforaRetirementIncomePortfolio.CHAPTER15SalvageOperations,Mistakes,andFallacies.
  • 内容简介:
    AcompanionWorkbooktothetextRetirementPortfoliosRetirementisoneofthemostimportantpartsofthefinancialplanningprocess.Yetonlytwopercentoffinancialadvisorsdescribethemselvesascompetentinretirementplanning.Constructingaretirementportfolioisviewedasadifficultendeavor,andthedemandsfacingfinancialadvisorsresponsibleforthistaskcontinuetogrow.Thepressuresareparticularlyintenseduetoeventssuchasthefinancialcrisisandoncomingrushofretiringbabyboomers.Itisimperativethatfinancialadvisorsbeequippedandreadytocreateappropriateretirementportfolios.That′swhyMichaelZwecher–aleadingexpertonretirementincome–hascreatedRetirementPortfoliosandtheRetirementPortfoliosWorkbook.InthetextRetirementPortfolios,leadingretirementincomeexpertMichaelZwecherprovidesfinancialprofessionalswithcompletecoverageofthemostimportantissuesinthisfield.TheRetirementPortfoliosWorkbookoffersyouawealthofpracticalinformationandexercisesthatwillsolidifyyourunderstandingofthetoolsandtechniquesassociatedwiththisdiscipline.ThiscomprehensivestudyguideProvideschaptersummariesandendofchapterquestionstothemainbookTestyourknowledgeoftheinformationaddressedinRetirementPortfolios,beforeyouputittoworkinrealworldsituationsHelpsyoulearntosolveproblemswhilesettinguptoolsyoucanuseinpracticePutsthemanagementofrisksrelatedtoretirementportfoliosinperspectiveIfyouwanttogainafirmunderstandingoftheinformationoutlinedinRetirementPortfolios,thelessonswithinthisworkbookcanshowyouhow.
  • 作者简介:
    MICHAELJ.ZWECHERisaleadingexpertonretirementincome.Hehascreatedguidance,designedproducts,tools,andportfolioconstructionsthatappealtothefinancialadvisorcommunityandtheirclients.Zwecherco-chairsthecurriculumcommitteeoftheRetirementIncomeIndustryAssociation.HespentovertenyearsatMerrillLynch,holdingseniorrolesinriskmanagementandwealthmanagement,whereherantheInvestmentManagementStrategicSolutionsteamintheFinancialProductsGroup.PriortoMerrill,hewasaconsultantwithDeloitte,anassistantprofessorattheGraduateSchoolofBusinessAdministrationatFordhamUniversity,andavisitingassociateprofessorattheUniversityofWisconsin–Madison.ZwecherholdsaPhDinfinancefromtheUniversityofWisconsin–Madison.
  • 目录:
    Preface.PARTONEQuestions.CHAPTER1PortfolioFocusandStageofLife.CHAPTER2TheTop-DownView:AShortPrimeronEconomicModelsofRetirementIncome.CHAPTER3TheImportanceofLifestyleFlooring.CHAPTER4MonetizingMortality:AnnuitiesandLongevityInsurance.CHAPTER5FlooringwithCapitalMarketsProducts.CHAPTER6BuildingRetirementIncomePortfolios.CHAPTER7CreatingAllocationsforConstructingPracticalPortfoliosbyAgeandLifestyleNeeds.CHAPTER8RebalancingRetirementIncomePortfolios.CHAPTER9ActiveRiskManagementforRetirementIncomePortfolios.CHAPTER10TheTransitionPhase.CHAPTER11PuttingTogethertheProposal.CHAPTER12MarketSegmentation.CHAPTER13ProductsandExamplePortfolios.CHAPTER14PreparingYourClientforaRetirementIncomePortfolio.CHAPTER15SalvageOperations,Mistakes,andFallacies.PARTTWOSolutions.CHAPTER1PortfolioFocusandStageofLife.CHAPTER2TheTop-DownView:AShortPrimeronEconomicModelsofRetirementIncome.CHAPTER3TheImportanceofLifestyleFlooring.CHAPTER4MonetizingMortality:AnnuitiesandLongevityInsurance.CHAPTER5FlooringwithCapitalMarketsProducts.CHAPTER6BuildingRetirementIncomePortfolios.CHAPTER7CreatingAllocationsforConstructingPracticalPortfoliosbyAgeandLifestyleNeeds.CHAPTER8RebalancingRetirementIncomePortfolios.CHAPTER9ActiveRiskManagementforRetirementIncomePortfolios.CHAPTER10TheTransitionPhase.CHAPTER11PuttingTogethertheProposal.CHAPTER12MarketSegmentation.CHAPTER13ProductsandExamplePortfolios.CHAPTER14PreparingYourClientforaRetirementIncomePortfolio.CHAPTER15SalvageOperations,Mistakes,andFallacies.
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