02541cam a2200349 a 4500 113867 113867 BJBSDDR 20230411090627.0 ta 090825s2010 njua b 001 0 eng 9780470482698 (cloth) 0470482699 (cloth) (OCoLC)ocn326670329 spa DLC spa eng HG 4521 M663w 2010 332.6 Mindel, Norbert M., 1952- Wealth management in the new economy : investor strategies for growing, protecting and transferring wealth / Norbert M. Mindel, Sarah E. Sleight. Hoboken, N.J. : John Wiley & Sons, 2010. xv, 320 p. : ill. ; 24 cm. Includes bibliographical references and index. Preface. Acknowledgments. Introduction. PART I EVOLUTION OF A WEALTH MANAGER: MY HISTORY, WORLD, EXPERIENCE, CLIENTS AND COMPANY. Chapter 1 Starting Out. Chapter 2 A Decade of Active Management. Chapter 3 Working with Individual Investors. PART II INVESTMENTS AND MANAGING RISK. Chapter 4 The Futility of Active Management. Chapter 5 The Academic Background. Chapter 6 Implementing the Strategy. PART III MANAGING YOUR RETIREMENT. Chapter 7 Planning for Your Retirement and Creating Income for Life. Chapter 8 Using Annuities as an Income Tool. Chapter 9 Using IRAs and Company Retirement Plans. PART IV WEALTH PROTECTION: FACING A WORLD OF RISK. Chapter 10 Best Uses for Life Insurance. Chapter 11 The Importance of Long-Term-Care Insurance. PART V: TRANSFERRING WEALTH AND THE NEXT GENERATION. Chapter 12 Transferring Wealth with Estate Planning. Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses. Epilogue. Notes. About the Authors. Index. Wealth Management in the New Economy addresses wide array of wealth management topics and established financial theories. Authors Norbert Mindel and Sarah Sleight has worked with top companies and successfully advised many clients of his 30 years in the business, and this book offers his insights into success wealth in an ever-changing economy. Inversiones Administración 3268 Portafolio de inversiones 9027 Ingresos de jubilación Planificación 16460 Inversiones 862 Sleight, Sarah E. 10616 7 cbc orignew 1 ecip 20 y-gencatlg lcc BK 0 0 0 0 CS BJB BJB CS 2020-01-14 0 HG 4521 M663w 2010 00000140130 2020-01-14 00:00:00 1 2020-01-14 BK