By Michael J. Zwecher

ISBN-10: 0470556811

ISBN-13: 9780470556818

Retirement portfolio assistance for finance professionals

Retirement is likely one of the most vital components of the monetary making plans strategy. but in basic terms percentage of economic advisors describe themselves as powerfuble in retirement planning.

Constructing a retirement portfolio is considered as a tricky pastime, and the calls for dealing with monetary advisors liable for this job keep growing. The pressures are rather excessive as a result of occasions resembling the monetary drawback and oncoming rush of retiring child boomers. it truly is primary that monetary advisors be outfitted and able to create acceptable retirement portfolios. that is why Michael Zwecher-a prime professional on retirement income-has created Retirement Portfolios.

  • Examines how portfolios may be prepped prematurely in order that the transition from "working" portfolio to retirement portfolio is delicate and seamless
  • Outlines tips to create a portfolio that would supply source of revenue, proceed to generate progress, and guard resources from disaster
  • Details the variations in dealing with a retirement portfolio as opposed to dealing with portfolios in the course of asset accumulation years

The skill to create retirement portfolios and deal with their hazards are abilities you need to own to be a good monetary consultant. Retirement Portfolios may help you strengthen those crucial abilities and achieve a greater realizing of the whole process.

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Retirement Portfolios: Theory, Construction and Management (Wiley Finance) by Michael J. Zwecher


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