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Tailored Wealth Management

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Cover of 'Tailored Wealth Management'

Table of Contents

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    Book Overview
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    Chapter 1 Introduction
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    Chapter 2 Average Americans: Stories of “Ordinary” Success
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    Chapter 3 Wealth: How Much Do You Need; How Much Is Enough
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    Chapter 4 The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400
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    Chapter 5 The Six Robbers of Wealth and How to Avoid Them
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    Chapter 6 The Wealth Lifecycle: From Building It to Passing It On
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    Chapter 7 The Efficient Valuation Hypothesis: The Long View
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    Chapter 8 Asset Allocation: Choices and Challenges
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    Chapter 9 Defining Moment: Your Objectives, Assumptions, and Other Factors Affecting Long-Term Returns
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    Chapter 10 Taxation at the Top: Its Long-Term Effect on the Assets
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    Chapter 11 Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns
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    Chapter 12 Building Your Investment Team
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    Chapter 13 Educational Resources for Investors
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    Chapter 14 Spending: How Much Is Too Much?
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    Chapter 15 Philanthropy: What You Need to Know to Donate Wisely
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    Chapter 16 Gifting and Estate Planning: Determining the Right Time to Transfer Wealth
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    Chapter 17 Epilogue
Attention for Chapter 12: Building Your Investment Team
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Summary
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Chapter title
Building Your Investment Team
Chapter number 12
Book title
Tailored Wealth Management
Published by
Palgrave Macmillan, Cham, January 2019
DOI 10.1007/978-3-319-99780-3_12
Book ISBNs
978-3-31-999779-7, 978-3-31-999780-3
Authors

Niall J. Gannon, Gannon, Niall J.

View on publisher site

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