Retirement Portfolios Workbook : Theory, Construction, and Management /

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A companion Workbook to the text Retirement Portfolios. 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 en...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Zwecher, Michael J., 1957-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : Chichester : John Wiley & Sons ; John Wiley [distributor], 2010.
Colección:Wiley finance series.
Temas:
Retirement income > Planning > Problems, exercises, etc.
Portfolio management > Problems, exercises, etc.
Retirement income > Planning.
Portfolio management.
Revenu de retraite > Planification.
Gestion de portefeuille.
Revenu de retraite > Planification > Problèmes et exercices.
Gestion de portefeuille > Problèmes et exercices.
BUSINESS & ECONOMICS > Personal Finance > Retirement Planning.
Portfolio management
Retirement income > Planning
exercise books.
Problems and exercises
Problems and exercises.
Problèmes et exercices.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Front Matter
  • Questions. Portfolio Focus and Stage of Life
  • The Top-Down View: A Short Primer on Economic Models of Retirement Income
  • The Importance of Lifestyle Flooring
  • Monetizing Mortality: Annuities and Longevity Insurance
  • Flooring with Capital Markets Products
  • Building Retirement Income Portfolios
  • Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs
  • Rebalancing Retirement Income Portfolios
  • Active Risk Management for Retirement Income Portfolios
  • The Transition Phase
  • Putting Together the Proposal
  • Market Segmentation
  • Products and Example Portfolios
  • Preparing Your Client for a Retirement Income Portfolio
  • Salvage Operations, Mistakes, and Fallacies
  • Solutions. Portfolio Focus and Stage of Life
  • The Top-Down View: A Short Primer on Economic Models of Retirement Income
  • The Importance of Lifestyle Flooring
  • Monetizing Mortality: Annuities and Longevity Insurance
  • Flooring with Capital Markets Products
  • Building Retirement Income Portfolios
  • Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs
  • Rebalancing Retirement Income Portfolios
  • Active Risk Management for Retirement Income Portfolios
  • The Transition Phase
  • Putting Together the Proposal
  • Market Segmentation
  • Products and Example Portfolios
  • Preparing Your Client for a Retirement Income Portfolio
  • Salvage Operations, Mistakes, and Fallacies.

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