书目

Retirement Portfolios Workbook: Theory, Construction, and Management

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

丛书

Wiley Finance

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