Someday rich : planning for sustainable tomorrows today /

"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planne...

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Bibliographic Details
Main Authors: Noonan, Timothy, 1963
Corporate Authors: Wiley InterScience Online service
Group Author: Smith, Matthew X., 1961
Published: Wiley,
Publisher Address: Hoboken, NJ :
Publication Dates: 2012.
Literature type: eBook
Language: English
Series: Wiley Finance series
Subjects:
Online Access: http://onlinelibrary.wiley.com/book/10.1002/9781119200826
Summary: "Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is never an easy one. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security objectives. Along the way, author Timothy Noonan outlines a step-by-step appro
Item Description: Includes index.
Carrier Form: 1 online resource (xvi, 296 pages) : illustrations.
Bibliography: Includes bibliographical references and index.
ISBN: 9781118167526
111816752X
9781118167519
1118167511
9781119200826
1119200822
Index Number: HG179
CLC: F171.26