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...

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Định dạng: Sách
Ngôn ngữ:Undetermined
Được phát hành: New York John Wiley & Sons 2000
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Các nhãn: Thêm thẻ
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Thư viện lưu trữ: Trung tâm Học liệu Trường Đại học Cần Thơ
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245 0 |b Investment strategies for retirement & estate planning 
245 0 |c David R. Reiser ... [et al.] 
260 |a New York 
260 |b John Wiley & Sons 
260 |c 2000 
520 |a 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. 
650 |a Finance, personal,Retirement income,Estate planning 
650 |x Planning 
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980 |a Trung tâm Học liệu Trường Đại học Cần Thơ