Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth; Contents; Preface; Acknowledgments; Introduction; The Train Set; Family Influences; High School Experiences and the Gypsy Cab; Higher Education; Gaining Credentials; Practicing Law and Teaching Accounting; The Person and the Professional; Part I: Evolution of a Wealth Manager: My History, World, Experience, Clients, and Company; Chapter 1: Starting Out; Chapter 2: A Decade of Active Management; Chapter 3: Working with Individual Investors; Part II: Investments and Managing Risk.
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SUMMARY OR ABSTRACT
Text of Note
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.
ACQUISITION INFORMATION NOTE
Source for Acquisition/Subscription Address
MIL
Source for Acquisition/Subscription Address
OverDrive, Inc.
Stock Number
249094
Stock Number
B0EA1384-1C19-45E1-B094-1E5132BA3110
OTHER EDITION IN ANOTHER MEDIUM
Title
Wealth management in the new economy.
International Standard Book Number
9780470482698
TOPICAL NAME USED AS SUBJECT
Estate planning.
Investments-- Management.
Portfolio management.
Retirement income-- Planning.
BUSINESS & ECONOMICS-- Investments & Securities-- General.