Tailored wealth management : exploring the cause and effect of financial success /: exploring the cause and effect of financial success. (2018)

• Record Type: Book
• Further Information: Note: Niall J. Gannon.
• Authors: Gannon, Niall J
• Contents: Part 1: The Landscape of Wealth around the WorldChapter 1: IntroductionChapter 2: Average Americans: Stories of 'Ordinary' SuccessChapter 3: Wealth: How Much Do You Need; How Much Is EnoughChapter 4: The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400 Chapter 5: The Six Robbers of Wealth and How to Avoid ThemChapter 6: The Wealth Lifecycle: From Building It to Passing It On Part 2: Technical Aspects of Tailored Wealth Management Chapter 7: The Efficient Valuation Hypothesis: The Long ViewChapter 8: Asset Allocation: Choices and ChallengesChapter 9: Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns Chapter 10: Taxation at the Top: Its Long-Term Effect on AssetsChapter 11: Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns Chapter 12: Building Your Investment TeamChapter 13: Educational Resources for Investors Part 3: Successful Spending, Philanthropy, Gifting and Estate Planning Chapter 14: Spending: How Much Is Too Much?Chapter 15: Philanthropy: What You Need to Know to Donate WiselyChapter 16: Gifting and Estate Planning: Determining the Right Time to Transfer Wealth Chapter 17: Epilogue.
• Publisher Details: Basingstoke, Hampshire : Palgrave Macmillan
• Publication Date: 2018
• Extent: 1 online resource, illustrations (black and white)
• Subjects: 332.024; Finance, Personal; Wealth; Well-being
• Languages: English
• ISBNs: 9783319997803
• Notes: Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.