Surprise Castle
/Books/Business/Personal Finance/Retirement Planning
Retirement Portfolios: Theory, Construction, and Management

Retirement Portfolios: Theory, Construction, and Management - Hardcover

by Michael J. Zwecher
$57.99
$80.00
-28%
Quantity
01

Pay over time for orders over $35.00 with

Availability:In StockContributor:Michael J. ZwecherSeries:Wiley Finance #568Publish date:2010-01-01Pages:304
Language:EnglishPublisher:WileyISBN-13:9780470556818ISBN-10:470556811UPC:9780470556818Book Category:Business & EconomicsBook Subcategory:Personal Finance, Investments & SecuritiesBook Topic:Retirement PlanningSize:9.10 x 6.20 x 0.90 inchesWeight:1.2522Product ID:SCTP4PDVPA

Retirement portfolio guidance for finance professionals

Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios.

  • Examines how portfolios should be prepped in advance so that the transition from "working" portfolio to retirement portfolio is smooth and seamless
  • Outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster
  • Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years

The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.

Language:EnglishPublisher:WileyISBN-13:9780470556818ISBN-10:470556811UPC:9780470556818Book Category:Business & EconomicsBook Subcategory:Personal Finance, Investments & SecuritiesBook Topic:Retirement PlanningSize:9.10 x 6.20 x 0.90 inchesWeight:1.2522Product ID:SCTP4PDVPA

MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin-Madison. Zwecher holds a PhD in finance from the University of Wisconsin-Madison.

Publisher: Wiley

Contributor(s)

Michael J. Zwecher

Author

Michael J. Zwecher

Free shipping on orders over $75. Standard shipping takes 3-7 business days. Returns accepted within 30 days of purchase.

Recently Viewed

View All