An Integrated and Practical Approach to Changing the Structure of Wealth

In today's rapidly changing economic landscape, it is more important than ever to have a solid understanding of wealth management. This book provides a comprehensive and practical approach to changing the structure of wealth, helping individuals and families achieve financial freedom and security.

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance)

by Jean L. P. Brunel

4 out of 5

Language	:	English
File size	:	2109 KB
Text-to-Speech	:	Enabled
Screen Reader	:	Supported
Enhanced typesetting	:	Enabled
Word Wise	:	Enabled
Print length	:	212 pages
Lending	:	Enabled

FREE

The book is divided into three parts. Part I provides an overview of the wealth management process and the different factors that affect wealth accumulation. Part II discusses the various investment strategies and asset allocation techniques that can be used to build and grow wealth. Part III focuses on retirement planning, estate planning, and other strategies for preserving and transferring wealth.

The book is written in a clear and concise style, and it is packed with practical advice and examples. It is a valuable resource for anyone who wants to take control of their financial future and achieve financial success.

Part I: The Wealth Management Process

The first part of the book provides an overview of the wealth management process. It discusses the different stages of wealth accumulation, from saving and investing to retirement and estate planning. It also discusses the different factors that affect wealth accumulation, such as income, expenses, taxes, and inflation.

Part II: Investment Strategies and Asset Allocation

The second part of the book discusses the various investment strategies and asset allocation techniques that can be used to build and grow wealth. It covers a wide range of topics, including stock investing, bond investing, real estate investing, and alternative investments. It also discusses the importance of diversification and asset allocation in reducing risk and improving returns.

Part III: Retirement Planning, Estate Planning, and Other Strategies

The third part of the book focuses on retirement planning, estate planning, and other strategies for preserving and transferring wealth. It discusses the different types of retirement accounts, the benefits of estate planning, and the different ways to transfer wealth to heirs and beneficiaries.

This book is a valuable resource for anyone who wants to take control of their financial future and achieve financial success. It provides a comprehensive and practical approach to changing the structure of wealth, and it is packed with practical advice and examples. Whether you are just starting out on your financial journey or you are looking to make changes to your existing financial plan, this book can help you achieve your financial goals.

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance)

by Jean L. P. Brunel

4 out of 5

Language	:	English
File size	:	2109 KB
Text-to-Speech	:	Enabled
Screen Reader	:	Supported
Enhanced typesetting	:	Enabled
Word Wise	:	Enabled
Print length	:	212 pages
Lending	:	Enabled

FREE