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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Main Authors: | |
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Corporate Authors: | |
Group Author: | |
Published: |
Wiley,
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Publisher Address: | Hoboken, NJ : |
Publication Dates: | 2012. |
Literature type: | eBook |
Language: | English |
Series: |
Wiley Finance series
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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 |