Zwecher Retirement Portfolios

Theory, Construction and Management
1. Auflage 2010
ISBN: 978-0-470-58562-7
Verlag: John Wiley & Sons
Format: EPUB
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 304 Seiten, E-Book

Reihe: Wiley Finance Editions

Retirement portfolio guidance for finance professionals
Retirement is one of the most important parts of the financialplanning process. Yet only two percent of financial advisorsdescribe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficultendeavor, and the demands facing financial advisors responsible forthis task continue to grow. The pressures are particularly intensedue to events such as the financial crisis and oncoming rush ofretiring baby boomers. It is imperative that financial advisors beequipped and ready to create appropriate retirement portfolios.That's why Michael Zwecher-a leading expert on retirementincome-has created Retirement Portfolios.
* Examines how portfolios should be prepped in advance so thatthe transition from "working" portfolio to retirement portfolio issmooth and seamless
* Outlines how to create a portfolio that will provide income,continue to generate growth, and protect assets from disaster
* Details the differences in managing a retirement portfolioversus managing portfolios during asset accumulation years
The ability to create retirement portfolios and manage theirrisks are skills you must possess to be an effective financialadvisor. Retirement Portfolios will help you develop theseessential skills and gain a better understanding of the entireprocess.

Autoren/Hrsg.

Zwecher, Michael J.

Über Autor(innen)

MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin-Madison. Zwecher holds a PhD in finance from the University of Wisconsin-Madison.