Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring WealthISBN: 978-0-470-48269-8
Hardcover
336 pages
February 2010
 This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.
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Preface vii
Acknowledgments xiii
Introduction 1
Part I Evolution of a Wealth Manager: My History, World, Experience, Clients, and Company 11
Chapter 1 Starting Out 13
Chapter 2 A Decade of Active Management 31
Chapter 3 Working with Individual Investors 53
Part II Investments and Managing Risk 75
Chapter 4 The Futility of Active Management 77
Chapter 5 The Academic Background 91
Chapter 6 Implementing the Strategy 125
Part III Managing Your Retirement 163
Chapter 7 Planning for Your Retirement and Creating Income for Life 165
Chapter 8 Using Annuities as an Income Tool 171
Chapter 9 Using IRAs and Company Retirement Plans 191
Part IV Wealth Protection: Facing a World of Risk 213
Chapter 10 Best Uses for Life Insurance 215
Chapter 11 The Importance of Long-Term-Care Insurance 241
Part V Transferring Wealth and the Next Generation 251
Chapter 12 Transferring Wealth with Estate Planning 253
Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses 281
Epilogue 293
Notes 295
About the Authors 303
Index 307
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