WealthBuilding : Investment strategies for retirement & estate planning
Two financial planners present stories of 31 real investors, each at a different phase in his or her life and each facing different financial challenges. Investors profiled use an approach advocated by the authors, which involves thinking of investments and wealth goals as a "virtual business&q...
محفوظ في:
| التنسيق: | كتاب |
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| اللغة: | Undetermined |
| منشور في: |
New York
John Wiley & Sons
2000
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| الموضوعات: | |
| الوسوم: |
إضافة وسم
لا توجد وسوم, كن أول من يضع وسما على هذه التسجيلة!
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| Thư viện lưu trữ: | Trung tâm Học liệu Trường Đại học Cần Thơ |
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| الملخص: | Two financial planners present stories of 31 real investors, each at a different phase in his or her life and each facing different financial challenges. Investors profiled use an approach advocated by the authors, which involves thinking of investments and wealth goals as a "virtual business" with the investor as the CEO and a professional investment advisor as Chief Operating Officer. Material is intended to help advisors work with their clients and to help investors take control of their investment planning and select an advisor. |
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