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Kniha Wealth Management Experience Jim Hatton

Wealth Management Experience

The Peace Of Mind That Comes When Your Financial Roots Are Strong

Autor: Jim Hatton
Jazyk: Angličtina
Väzba: Brožovaná
Vydavateľ: Archway Publishing
Dostupnosť: Skladom u dodávateľa
Odosielame za 14-21 dní
16.97 €
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a...

Informácie o knihe

Autor
Jim Hatton
Jazyk
Angličtina
Väzba
Kniha - Brožovaná
Vydalo
2016
Stránok
228
EAN
9781480823631
ISBN
9781480823631
Enbook ID
10785053
Vydavateľ
Archway Publishing
Hmotnosť
295
Rozmery
140 x 216 x 13

Kompletný popis

Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world. Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: evaluate the current state of your finances and set goals for the future; develop a target rate of return for your investment portfolio; create a portfolio of mixed assets to meet your objectives and match your risk tolerance; avoid missteps that can lead to underperformance; follow a process that adheres to a fiduciary standard of care; blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan; ensure all your advisers are working as a team on your behalf. "Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity." Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016. If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind. Len Templeton, Founder and President, Templeton Financial Services

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