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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Formaat: Boek
Taal:Undetermined
Gepubliceerd in: New York John Wiley & Sons 2000
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Thư viện lưu trữ: Trung tâm Học liệu Trường Đại học Cần Thơ
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020 |c 34.95 
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082 |b W362 
245 0 |a WealthBuilding : 
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 
904 |i Giang 
980 |a Trung tâm Học liệu Trường Đại học Cần Thơ