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Retirement Portfolios

ebook
A “very practical” guide for finance professionals on creating and managing retirement portfolios (Journal of Pensions, Economics and Finance).
 
Retirement is one of the most important parts of the financial planning process, yet only two percent of financial advisors describe themselves as competent at it. But the demand is only growing as baby boomers move toward this new phase of life. It is imperative that financial advisors be equipped and ready. That's why Michael Zwecher—a leading expert on retirement income—has created Retirement Portfolios, which:
 
  • Examines how portfolios should be prepped in advance so that the transition from “working” portfolio to retirement portfolio is smooth 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 portfolio versus managing portfolios during asset accumulation years
  •  
    The ability to create appropriate retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.

    Expand title description text
    Series: Wiley Finance Publisher: Wiley

    Kindle Book

    • Release date: August 31, 2022

    OverDrive Read

    • ISBN: 9780470585627
    • Release date: August 31, 2022

    EPUB ebook

    • ISBN: 9780470585627
    • File size: 2448 KB
    • Release date: August 31, 2022

    Formats

    Kindle Book
    OverDrive Read
    EPUB ebook

    Languages

    English

    A “very practical” guide for finance professionals on creating and managing retirement portfolios (Journal of Pensions, Economics and Finance).
     
    Retirement is one of the most important parts of the financial planning process, yet only two percent of financial advisors describe themselves as competent at it. But the demand is only growing as baby boomers move toward this new phase of life. It is imperative that financial advisors be equipped and ready. That's why Michael Zwecher—a leading expert on retirement income—has created Retirement Portfolios, which:
     
  • Examines how portfolios should be prepped in advance so that the transition from “working” portfolio to retirement portfolio is smooth 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 portfolio versus managing portfolios during asset accumulation years
  •  
    The ability to create appropriate retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.

    Expand title description text