Practical insights that will help financial planners and investors work better together The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is neveran easy one. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security objectives. Along the way, author Timothy Noonan outlines a step-by-step approach to building personal pension plans using asset-liability matching strategies and other institutional investing approaches that defined benefit plans have historically used. Makes complex financial concepts intuitively simple for financial planners and investors Introduces 'wealth zones' as a more natural way for advisors and clients to converse Proposes architecture for building investment portfolios that can meet long-term lifestyle and retirement wealth objectives Helps eliminate the disconnect between financial planners and investors, so that realistic goals can be set and achieved The concept of 'wealth zones' and matching investment portfolios to meet an investor's objectives makes sense. This book will show you how to put this approach to work and make the best financial decisions possible. ÍNDICE: Foreword Preface Acknowledgments Introduction Chapter One: Time for a Real Conversation Chapter Two: How We Got Here Chapter Three: The Right Clients Chapter Four: Connecting the Dots Chapter Five: The Personal Asset Liability Model -- Funded Status Chapter Six: The Personal Asset Liability Model - Investment Plan Chapter Seven: The Business of Giving Good Advice Chapter Eight: Investor Archetypes Chapter Nine: Tripping Over the Finish Line Chapter Ten: On Shaping One's Future Chapter Eleven: Building a Simple and Powerful Solution for Retirement Saving -- Russell's Approach to Target Date Funds (by GrantW. Gardner, Ph.D. and Yuan-An Fan, Ph.D.) Chapter Twelve: Investment Aspects of Longevity Risk (by Don Ezra) Chapter Thirteen: Mismeasurement of Risk in Financial Planning -- A Lesson in Risk Decomposition (by Richard Fullmer, CFA) Chapter Fourteen: Modern Portfolio Decumulation (by Richard K. Fullmer, CFA) Appendix A: Lessons Learned from Retirement Income Research Appendix B: The New Language of Retirement Notes About the Authors Index
- ISBN: 978-0-470-92000-8
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 320
- Fecha Publicación: 16/11/2011
- Nº Volúmenes: 1
- Idioma: Inglés