{"product_id":"wealth-management-in-the-new-economy-isbn-9780470482698","title":"Wealth Management in the New Economy","description":"\u003cp\u003eA practical guide to managing wealth in modern times\u003c\/p\u003e \u003cp\u003eWealth 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 risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eReveals how you can reduce market risk by using proven theories of portfolio management\u003c\/li\u003e \u003cli\u003eWritten by accomplished financial advisor, attorney, and CPA Norbert Mindel\u003c\/li\u003e \u003cli\u003eLays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eFor practical financial guidance you can count on, look no further than \u003ci\u003eWealth Management in the New Economy\u003c\/i\u003e.\u003c\/p\u003e \u003cp\u003ePreface vii\u003c\/p\u003e \u003cp\u003eAcknowledgments xiii\u003c\/p\u003e \u003cp\u003eIntroduction 1\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I \u003c\/b\u003e\u003cb\u003eEvolution of a Wealth Manager: My History, World, Experience, Clients, and Company 11\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 Starting Out 13\u003c\/p\u003e \u003cp\u003eChapter 2 A Decade of Active Management 31\u003c\/p\u003e \u003cp\u003eChapter 3 Working with Individual Investors 53\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II \u003c\/b\u003e\u003cb\u003eInvestments and Managing Risk 75\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 4 The Futility of Active Management 77\u003c\/p\u003e \u003cp\u003eChapter 5 The Academic Background 91\u003c\/p\u003e \u003cp\u003eChapter 6 Implementing the Strategy 125\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III \u003c\/b\u003e\u003cb\u003eManaging Your Retirement 163\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 7 Planning for Your Retirement and Creating Income for Life 165\u003c\/p\u003e \u003cp\u003eChapter 8 Using Annuities as an Income Tool 171\u003c\/p\u003e \u003cp\u003eChapter 9 Using IRAs and Company Retirement Plans 191\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV \u003c\/b\u003e\u003cb\u003eWealth Protection: Facing a World of Risk 213\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 10 Best Uses for Life Insurance 215\u003c\/p\u003e \u003cp\u003eChapter 11 The Importance of Long-Term-Care Insurance 241\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart V \u003c\/b\u003e\u003cb\u003eTransferring Wealth and the Next Generation 251\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 Transferring Wealth with Estate Planning 253\u003c\/p\u003e \u003cp\u003eChapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses 281\u003c\/p\u003e \u003cp\u003eEpilogue 293\u003c\/p\u003e \u003cp\u003eNotes 295\u003c\/p\u003e \u003cp\u003eAbout the Authors 303\u003c\/p\u003e \u003cp\u003eIndex 307\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eNORBERT (NORM) MINDEL\u003c\/b\u003e has been an attorney, asset manager and adviser to individuals and businesses for over twenty-five years. He is the co-founder of Forum Financial Management, LLC, and Terra Securities, which was later sold to GE and then became Genworth Financial through an IPO. Mindel is a noted national speaker on many topics, including wealth and asset management for individuals and practice management for financial advisers. His many speaking engagements have included being a frequent guest of CNBC's \u003ci\u003ePower Lunch\u003c\/i\u003e and CNNfn's \u003ci\u003eYour Money\u003c\/i\u003e. He has been quoted in the \u003ci\u003eChicagoTribune\u003c\/i\u003e, \u003ci\u003eLos Angeles Times\u003c\/i\u003e, \u003ci\u003eSmartMoney\u003c\/i\u003e, the \u003ci\u003eNew York Times\u003c\/i\u003e, and \u003ci\u003eCrain's Chicago Business\u003c\/i\u003e, as well as many other industry publications. \u003c\/p\u003e\u003cp\u003e\u003cb\u003eSARAH E. SLEIGHT\u003c\/b\u003e is a financial writer who has spent her career working in the financial services industry in a wide variety of positions, including marketing, product management, and institutional sales on a bank trading floor. She is coauthor of \u003ci\u003eReinventing the Retail Bank\u003c\/i\u003e, ghostwrote a book on a specialized securities strategy, and edited a number of financial books for Probus Publishing. Sleight has written articles for numerous publications in the financial services world.   \u003c\/p\u003e\u003cp\u003e\u003ci\u003eWealth Management in the New Economy\u003c\/i\u003e addresses a wide array of important issues in this dynamic field. Author Norbert Mindel—an accomplished financial adviser, attorney, and CPA—has successfully guided his clients for more than three decades in the business. Now, with this new book, he shares his story and the wisdom he has acquired, and offers valuable insights into managing wealth in an economy that has changed dramatically over the past few years. \u003c\/p\u003e\u003cp\u003eAlong the way, Mindel explores the essential aspectsof this discipline, including the keys to creating and managing wealth, the importance of accepting and managing risk, planning for a long and prosperous retirement, understanding the role of insurance, and much more. His own story, along with the stories of his clients, bring this book to life and make it both interesting and compelling reading. \u003c\/p\u003e\u003cp\u003eWhile market forces are far too complex to be fully predicted or exploited, it's still possible to protect and grow your—or your client's—wealth. \u003ci\u003eWealth Management in the New Economy\u003c\/i\u003e will show you how to achieve this important goal. Divided into five comprehensive parts, this practical guide: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eOutlines a proven investment philosophy that both wealth managers and investors can use to protect and grow wealth in the new economy\u003c\/li\u003e \u003cli\u003eReveals the most efficient way to turn wealth into a stream of income to last the rest of your life—no matter when you retire or how long you live\u003c\/li\u003e \u003cli\u003eOffers ample examples of the myths, errors, illusions, and delusions that can trip up investors, advisers, and money managers\u003c\/li\u003e \u003cli\u003eAddresses how to organize an entire estate so that you can enjoy your assets during life, but pass them on as you wish after death\u003c\/li\u003e \u003cli\u003eAnd much more\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eFor practical financial guidance you can count on, look no further than \u003ci\u003eWealth Management in the New Economy\u003c\/i\u003e. With it, you'll discover how to manage and protect your money for the rest of your life.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990470803685,"sku":"NP9780470482698","price":45.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9780470482698.jpg?v=1761787958","url":"https:\/\/k12savings.com\/products\/wealth-management-in-the-new-economy-isbn-9780470482698","provider":"K12savings","version":"1.0","type":"link"}