investing strategies for the high net worth investor maximize returns on taxable portfolios

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Investing Strategies For The High Net Worth Investor Maximize Returns On Taxable Portfolios

Author : Niall Gannon
ISBN : 9780071713283
Genre : Business & Economics
File Size : 49. 98 MB
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A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

The Smart Financial Advisor

Author : Bill Martin CFA
ISBN : 9780857195845
Genre : Business & Economics
File Size : 81. 86 MB
Format : PDF, ePub
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Active Investing Wealth Management For High Net Worth Individuals

Author : Dr. Gary J. Harloff, PhD
ISBN : 9781450003780
Genre : Business & Economics
File Size : 29. 74 MB
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This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pension plans are presented and discussed. The wealth manager and active investment manager should be separate people with the latter owning the investment results. Active investing strategies are shown to add value over common investing wealth management practice. Foundational academic investment literature are reviewed and analyzed to provide an understanding of the premises employed by the investing community. Read this book to learn: • how to evaluate your manager’s investment expertise by being better informed • whether to keep your financial manager because of their investment skill or attention to your family • how to evaluate proposals from several financial managers

The Intelligent Portfolio

Author : Christopher L. Jones
ISBN : 1118039475
Genre : Business & Economics
File Size : 39. 2 MB
Format : PDF
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The Intelligent Portfolio draws upon the extensive insights of Financial Engines—a leading provider of investment advisory and management services founded by Nobel Prize-winning economist William F. Sharpe—to reveal the time-tested institutional investing techniques that you can use to help improve your investment performance. Throughout these pages, Financial Engines’ CIO, Christopher Jones, uses state-of-the-art simulation and optimization methods to demonstrate the often-surprising results of applying modern financial economics to personal investment decisions.

Integrated Wealth Management

Author : Jean L. P. Brunel
ISBN : 1843742667
Genre : Portfolio management
File Size : 61. 51 MB
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This book is an examination of the management of portfolios of high net worth individuals (HNWIs). Jean L.P. Brunel identifies the factors which demand a different approach from that of traditional portfolio management strategy. He suggests a new approach to wealth management, proposing practical steps which will take you beyond the role of portfolio manager to that of "wealth manager". Punctuated by examples and case histories from the author's extensive experience, the book examines each aspect of wealth management in detail, such as the importance of investor psychology; how to maximize tax efficiency including a tax-efficient portfolio construction model; the implications of multiple asset locations; capital market opportunities and forecasting; strategic asset allocation; the importance of manager selection; and the multimanager approach. This ground-breaking book should show you the route to a more effective wealth management strategy. By understanding the needs of the individual investor, maximizing the tax efficiencies and applying a fully integrated approach you can become a successful "wealth manager"

Bonds

Author : Hildy Richelson
ISBN : 9781118106549
Genre : Business & Economics
File Size : 23. 97 MB
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Updated edition of the established classic on investing inbonds In Bonds: The Unbeaten Path to Secure Investment Growth,Second Edition, the fully revised and updated edition of theclassic guide to demystifying the bonds market, veteran investorhusband and wife team Hildy and Stan Richelson expose the myth ofstocks' superior investment returns and propose an all-bondportfolio as a sure-footed strategy that will ensure positivereturns. Designed to educate novice and sophisticated investorsalike, as well as to serve as a tool for financial advisers, thebook explains why and when bonds can be the right choice. Casestudies, detailed bond strategies, and a financial planningoverview bring home the value of bonds in achieving financialgoals. Presenting a broad spectrum of bond-investment options, anddescribing how to purchase bonds at the best prices, the book showshow to make real money by investing in bonds. The strategiespresented here are designed to help the reader determine how to usebonds to take control of their own financial destiny. New edition includes information on corporate bonds, emergingmarket bonds, municipal bonds, the new global ratings, and how toprotect against municipal defaults Looks at how bond portfolios protected against marketvolatility in the 2007-2008 crash and how they can do the same inthe future Includes information on how the bond market has changed The wealthiest investors and financial advisers use the bondstrategies outlined in this book to maximize the return on theirportfolios while providing security of principal With more bond options available than ever before, Bondscontinues to be a must-have for anyone looking to understand theinvestment opportunities available to them.

The Capital Markets

Author : Gary Strumeyer
ISBN : 9781119220541
Genre : Business & Economics
File Size : 38. 12 MB
Format : PDF, Kindle
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"This book will be the definitive guide to capital markets by the President, Managing Director, and Head of Bond and Money Market Group of BNY Mellon Capital Markets, LLC"--

Tailored Wealth Management

Author : Niall J. Gannon
ISBN : 3319997793
Genre : Business & Economics
File Size : 26. 96 MB
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The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy. As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities. This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success.

The Complete Guide To Investing In Bonds And Bond Funds

Author : Martha Maeda
ISBN : 9781601382931
Genre : Business & Economics
File Size : 85. 94 MB
Format : PDF
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Bonds have long been a stalwart of investment. More than $100 billion was invested in municipal bonds alone in 2006. Now, with the economy a little less certain than it has been in recent decades, the demand for a secure place to invest money has lead to resurgence in interest in the use of bonds for many investors. Because there are many peculiarities in bond investment, you must have a basic understanding of the market, the bond issuer, how to measure rates of return and how to maximize those rates. This book provides anyone who has never invested in bonds before the ideal handbook to start investing in and earning massive returns from bonds. You will learn everything the savvy investor needs to effectively turn a high risk portfolio into a constantly growing, steadily developing source of wealth. You will learn how bonds operate on a very basic level, including the numerous different kinds of bonds and how bond funds can be a highly lucrative option. You will learn the fundamental differences between government, municipal, and corporate bonds and how much of a return you can expect from each. You will learn the basic methods of valuation and yield that bonds are measured by and how you can evaluate bonds with three basic steps. You will be guided through determining the face value, coupon rate, and sale price of a bond, as well as the ratings, insurance, maturity, callability, and taxes that might be associated with it. The importance of interest rates, inflation, and supply and demand in affecting the yield of your bonds will be detailed as well to ensure you make a careful investment. In addition to a comprehensive guide on the many options and methods of investing in bonds, dozens of interviews with financial gurus from around the nation have been conducted to provide critical, real world advice on how to successfully invest your money into bonds. You will be shown the risk free methods by which to invest in bonds, making low interest returns on U.S. government bonds, as well as the higher risk methods that will allow you to make great returns by investing in industrial and corporate bonds. You will learn how to look overseas for even more lucrative options and how to measure the risk of your bonds based on the debt in which you are investing and the callability of any one bond issuer. You will be shown how to effectively balance your portfolio to include bonds without ignoring the necessity and place for other investments. For any investor who has been agonizing over how to safely invest money for a high return, this book is for you, guiding you through the complex, but rewarding, world of bond investments. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

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