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" Wealth management in the new economy : "
Norbert M. Mindel, Sarah E. Sleight.
Document Type
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BL
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Record Number
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988450
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Doc. No
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b742820
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Main Entry
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Mindel, Norbert M.,1952-
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Title & Author
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Wealth management in the new economy : : investor strategies for growing, protecting and transferring wealth /\ Norbert M. Mindel, Sarah E. Sleight.
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Publication Statement
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Hoboken, N.J. :: John Wiley & Sons,, ©2010.
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Page. NO
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1 online resource (xv, 320 pages) :: charts
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ISBN
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0470590068
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: 0470590084
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: 0470590106
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: 128249094X
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: 9780470590065
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: 9780470590089
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: 9780470590102
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: 9781282490949
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0470482699
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9780470482698
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Bibliographies/Indexes
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Includes bibliographical references and index.
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Contents
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Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth; Contents; Preface; Acknowledgments; Introduction; The Train Set; Family Influences; High School Experiences and the Gypsy Cab; Higher Education; Gaining Credentials; Practicing Law and Teaching Accounting; The Person and the Professional; 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.
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Abstract
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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.
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Subject
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Estate planning.
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Subject
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Investments-- Management.
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Subject
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Portfolio management.
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Subject
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Retirement income-- Planning.
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Subject
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BUSINESS ECONOMICS-- Investments Securities-- General.
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Subject
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Estate planning.
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Subject
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Investments-- Management.
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Subject
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Portfolio management.
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Subject
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Retirement income-- Planning.
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Dewey Classification
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332.6
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LC Classification
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HG4521.M468 2010eb
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Added Entry
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Sleight, Sarah E.
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