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Product Identifiers

PublisherWiley & Sons, Incorporated, John

ISBN-100470482699

ISBN-139780470482698

eBay Product ID (ePID)73492417

Product Key Features

Book TitleWealth Management in the New Economy : Investor Strategies for Growing, Protecting and Transferring Wealth

Number of Pages336 Pages

LanguageEnglish

Publication Year2010

TopicInvestments & Securities / Portfolio Management, Finance / Wealth Management, Estates & Trusts, Personal Finance / Retirement Planning, Investments & Securities / General

IllustratorYes

GenreLaw, Business & Economics

AuthorNorbert M. Mindel, Sarah E. Sleight

FormatHardcover

Dimensions

Item Height1.1 in

Item Weight18.9 Oz

Item Length9.4 in

Item Width6.4 in

Additional Product Features

Intended AudienceTrade

LCCN2009-033772

Dewey Edition22

Dewey Decimal332.6

Table Of ContentPreface vii Acknowledgments xiii Introduction 1 Part I Evolution of a Wealth Manager: My History, World, Experience, Clients, and Company 11 Chapter 1 Starting Out 13 Chapter 2 A Decade of Active Management 31 Chapter 3 Working with Individual Investors 53 Part II Investments and Managing Risk 75 Chapter 4 The Futility of Active Management 77 Chapter 5 The Academic Background 91 Chapter 6 Implementing the Strategy 125 Part III Managing Your Retirement 163 Chapter 7 Planning for Your Retirement and Creating Income for Life 165 Chapter 8 Using Annuities as an Income Tool 171 Chapter 9 Using IRAs and Company Retirement Plans 191 Part IV Wealth Protection: Facing a World of Risk 213 Chapter 10 Best Uses for Life Insurance 215 Chapter 11 The Importance of Long-Term-Care Insurance 241 Part V Transferring Wealth and the Next Generation 251 Chapter 12 Transferring Wealth with Estate Planning 253 Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses 281 Epilogue 293 Notes 295 About the Authors 303 Index 307

SynopsisA practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business., Praise for Wealth Management in the New Economy "Norm always understood the obvious but the obvious was not obvious to most. He has a way of explaining complex concepts so everyone can understand. In my years in business, he ranks as the most interesting person I ever worked with." David S. Reedy, former President, Genworth Financial Investment Services "This unique book has all the information you need to manage your wealth for the rest of your life, but Norm makes the complex content interesting and accessible. Norm includes the story of his own successes and disappointments over an entire career, to the great benefit of his readers. This book is good for anyone who wants to learn about managing wealth, from the most knowledgeable to the strategically impaired ." John W. Ryan, PhD; President Emeritus, Indiana University; Chancellor Emeritus, State University of New York "The crisp prose and lively story help shed light on a usually dense subject. This lively and accessible analysis of very complicated subject matter should be a must read for anyone who needs a better understanding of wealth management." Paul J.J. Payack, President, The Global Language Monitor "Do read Wealth Management in the New Economy . Norm Mindel and Sarah Sleight have written a book of reasoned judgment and surpassing good sense that will benefit any investor with assets to protect during these treacherous times ." Phil DeMuth, PhD, Managing Director of Conservative Wealth Management LLC and coauthor of The Little Book of Investing Dos and Donts "This book exposes many of the dark secrets of the financial services industry. The choiceis yours. . . you can remain in the dark and permit yourself to become a victim, or you can shed light on them to protect yourself by reading this book ." David Loeper, President and CEO, Financeware, Inc; author, Stop the Retirement Rip-Off and Stop the Investing Rip-Off, A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Reveals how you can reduce market risk by using proven theories of portfolio management Written by accomplished financial advisor, attorney, and CPA Norbert Mindel Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy For practical financial guidance you can count on, look no further than Wealth Management in the New Economy .

LC Classification NumberHG4521.M468 2010