| Description |
1 online resource (xxiv, 183 pages) : illustrations |
| Series |
Wiley finance series |
|
Wiley finance series.
|
| Contents |
Front Matter -- Questions. Portfolio Focus and Stage of Life -- The Top-Down View: A Short Primer on Economic Models of Retirement Income -- The Importance of Lifestyle Flooring -- Monetizing Mortality: Annuities and Longevity Insurance -- Flooring with Capital Markets Products -- Building Retirement Income Portfolios -- Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs -- Rebalancing Retirement Income Portfolios -- Active Risk Management for Retirement Income Portfolios -- The Transition Phase -- Putting Together the Proposal -- Market Segmentation -- Products and Example Portfolios -- Preparing Your Client for a Retirement Income Portfolio -- Salvage Operations, Mistakes, and Fallacies -- Solutions. Portfolio Focus and Stage of Life -- The Top-Down View: A Short Primer on Economic Models of Retirement Income -- The Importance of Lifestyle Flooring -- Monetizing Mortality: Annuities and Longevity Insurance -- Flooring with Capital Markets Products -- Building Retirement Income Portfolios -- Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs -- Rebalancing Retirement Income Portfolios -- Active Risk Management for Retirement Income Portfolios -- The Transition Phase -- Putting Together the Proposal -- Market Segmentation -- Products and Example Portfolios -- Preparing Your Client for a Retirement Income Portfolio -- Salvage Operations, Mistakes, and Fallacies |
| Summary |
A companion Workbook to the text Retirement Portfolios. Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropr |
| Bibliography |
Includes bibliographical references and index |
| Notes |
English |
|
Print version record |
| Subject |
Retirement income -- Planning -- Problems, exercises, etc
|
|
Portfolio management -- Problems, exercises, etc
|
|
Retirement income -- Planning
|
|
Portfolio management.
|
|
BUSINESS & ECONOMICS -- Personal Finance -- Retirement Planning.
|
|
Portfolio management
|
|
Retirement income -- Planning
|
| Genre/Form |
exercise books.
|
|
Problems and exercises
|
|
Problems and exercises.
|
|
Problèmes et exercices.
|
| Form |
Electronic book
|
| LC no. |
2011285215 |
| ISBN |
9781118268186 |
|
1118268180 |
|
0470586206 |
|
9780470586204 |
|
128268972X |
|
9781282689725 |
|
9780470586228 |
|
0470586222 |
|
9780470586211 |
|
0470586214 |
|
9786612689727 |
|
6612689722 |
|
