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Someday rich : planning for sustainable tomorrows today / Timothy Noonan, Matt Smith.

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Electronic resources

Subject: Finance, Personal > United States.
Financial security > United States.
Financial planners > United States.
Portfolio management > United States.
Financial services industry > United States.
Genre: Electronic books.

Record details

  • ISBN: 9781118167526
  • ISBN: 111816752X
  • ISBN: 9781118167519
  • ISBN: 1118167511
  • ISBN: 9781119200826
  • ISBN: 1119200822
  • Physical Description: 1 online resource (xvi, 296 pages) : illustrations.
  • Publisher: Hoboken, NJ : Wiley, 2012.

Content descriptions

General Note: Includes index.
Bibliography, etc. Note: Includes bibliographical references and index.
Summary: "Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is never an easy one. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security objectives. Along the way, author Timothy Noonan outlines a step-by-step approach to building personal pension plans using asset-liability matching strategies and other institutional investing approaches that defined benefit plans have historically used. Makes complex financial concepts intuitively simple for financial planners and investors. Introduces "wealth zones" as a more natural way for advisors and clients to converse. Proposes architecture for building investment portfolios that can meet long-term lifestyle and retirement wealth objectives. Helps eliminate the disconnect between financial planners and investors, so that realistic goals can be set and achieved. The concept of "wealth zones" and matching investment portfolios to meet an investor's objectives makes sense. This book will show you how to put this approach to work and make the best financial decisions possible."--Provided by publisher.
Source of Description Note: Print version record.
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