Tailored wealth management = explori...
Gannon, Niall J.

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  • Tailored wealth management = exploring the cause and effect of financial success /
  • 紀錄類型: 書目-電子資源 : Monograph/item
    正題名/作者: Tailored wealth management/ by Niall J. Gannon.
    其他題名: exploring the cause and effect of financial success /
    作者: Gannon, Niall J.
    出版者: Cham :Springer International Publishing : : 2019.,
    面頁冊數: xv, 191 p. :ill., digital ;24 cm.
    內容註: 1. Introduction -- 2. Average Americans: Stories of "Ordinary" Success -- 3. Wealth: How Much Do You Need; How Much Is Enough -- 4. The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400 -- 5. The Six Robbers of Wealth and How to Avoid Them -- 6. The Wealth Lifecycle: From Building It to Passing It On -- 7. The Efficient Valuation Hypothesis: The Long View -- 8. Asset Allocation: Choices and Challenges -- 9. Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns -- 10. Taxation at the Top: Its Long-Term Effect on Assets -- 11. Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns -- 12. Building Your Investment Team -- 13. Educational Resources for Investors -- 14. Spending: How Much Is Too Much? -- 15. Philanthropy: What You Need to Know to Donate Wisely -- 16. Gifting and Estate Planning: Determining the Right Time to Transfer Wealth -- 17. Epilogue.
    Contained By: Springer eBooks
    標題: Finance, Personal. -
    電子資源: https://doi.org/10.1007/978-3-319-99780-3
    ISBN: 9783319997803
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