Retirement Portfolios

ebook Theory, Construction, and Management · Wiley Finance

By Michael J Zwecher

cover image of Retirement Portfolios

Sign up to save your library

With an OverDrive account, you can save your favorite libraries for at-a-glance information about availability. Find out more about OverDrive accounts.

   Not today
Libby_app_icon.svg

Find this title in Libby, the library reading app by OverDrive.

app-store-button-en.svg play-store-badge-en.svg
LibbyDevices.png

Search for a digital library with this title

Title found at these libraries:

Loading...
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.
    Retirement Portfolios