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Opis

Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world. Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: evaluate the current state of your finances and set goals for the future; develop a target rate of return for your investment portfolio; create a portfolio of mixed assets to meet your objectives and match your risk tolerance; avoid missteps that can lead to underperformance; follow a process that adheres to a fiduciary standard of care; blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan; ensure all your advisers are working as a team on your behalf. "Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity." Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016. If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind. Len Templeton, Founder and President, Templeton Financial Services

Szczegóły książki

Kategoria Książki po angielsku Health & personal development Self-help & personal development Personal finance

• Pełny tytuł: Wealth Management Experience
• Podtytuł: The Peace Of Mind That Comes When Your Financial Roots Are Strong
• Autor: Jim Hatton
• Język: Angielski
• Oprawa: Miękka
• Liczba stron: 228
• EAN: 9781480823631
• ISBN: 9781480823631
• ID: 10785053
• Wydawca: Archway Publishing
• Waga: 295 g
• Wymiary: 216 × 140 × 13 mm
• Data wydania: 02. February 2016

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