Laden...
In het kort
Samenvatting
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.
Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:
evaluate the current state of your finances and set goals for the future;
develop a target rate of return for your investment portfolio;
create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
avoid missteps that can lead to underperformance;
follow a process that adheres to a fiduciary standard of care;
blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;
ensure all your advisers are working as a team on your behalf.
"Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity."
Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016.
If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.
Len Templeton, Founder and President, Templeton Financial Services
In het kort
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world. Jim Hatton-Vice President of Hatton Consulting-p...
Specificaties
Auteur
Jim Hatton
Uitgever
Van Ditmar Boekenimport B.V.
Taal
Engels
Aantal pagina's
228
Ondertitel
The Peace Of Mind That Comes When Your Financial Roots Are Strong
Formaat
Paperback
Publicatiedatum
2 februari 2016
ISBN
9781480823631
Wij helpen je graag!
Kom je er niet direct uit? Wij helpen je graag met al jouw vragen.
Misschien vind je deze boeken ook leuk...
Leuk om te lezen naast "The Wealth Management Experience"
