A practical guide to managing wealth in modern times
Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal.
- Reveals how you can reduce market risk by using proven theories of portfolio management
- Written by accomplished financial advisor, attorney, and CPA Norbert Mindel
- Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy
For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.
Avainsanat: managing wealth, managing client wealth, protecting client wealth, wealth management, wealth management strategies, protecting wealth, growing wealth, transferring wealth, wealth management in the new economy, wealth management in the new millennium, Norbert Mindel, Norm Mindel, Sarah Sleight, passive management, tax shelters, behavioral finance, Terra Securities, income annuities, variable annuities, retirement income, retirement planning, qualified plans, long term care insurance, asset protection, tort liability, life insurance, cash value insurance, estate planning, family business, durable powers, gift tax