Constructing a retirement portfolio is one of the most difficult but in demand tasks facing financial advisors. The pressures are particularly intense now after the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to construct portfolios that will provide income, continue to generate growth, yet protect assets from disaster. Retirement Portfolios, written by leading practitioner Michael J.Zwecher, provides the framework that professionals need to address the needs of older investors while educating their clients on best practices. Sensibly divided into 4 sections that break the process down into logical components, the book first provides the thematic underpinnings for reviewing client retirement income needs and outlines the appropriate portfolio management techniques. Part II moves from theory to practice and reviews retirement income constructsand how the transition works from an accumulation portfolio to a retirement portfolio. Asset allocation by lifestyle is also examined. Part III covers riskmanagement and rebalancing. The last section of the book illustrates how to construct and manage a portfolio for lifestyle protection and making the transition complete. The book also includes materials that can be shared with clients to educate them, and addresses the problems of major market loss as occurredin 2008-2009 and how to adjust.
- ISBN: 978-0-470-55681-8
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 304
- Fecha Publicación: 03/02/2010
- Nº Volúmenes: 1
- Idioma: Inglés