Investment Counseling for Private Clients IV
Lori R. Runquist, Louisa W. Sellers, Jean L.P. Brunel, David M. Stein, Andrew F. Siegel, Natalie B. Choate, Fredda Herz Brown, John Philip Coghlan, Meir Statman, Ernest M. Ankrim
Nearly every investor's wealth has been negatively affected by the recent precipitous declines in the stock market. This development only adds to the challenges already facing private wealth managers, such as tax management, intergenerational wealth transfer, and business succession planning. Success depends on translating each client's specific goals and objectives into a focus on core investment objectives and on being able to maximize returns, reduce risk, and achieve adequate diversification. This proceedings brings together authors who are able to offer valuable insights on a wide array of topics associated with the unique demands of private wealth management.
Год:
2002
Издательство:
AIMR (CFA Institute)
Язык:
english
Страницы:
87
ISBN 10:
0935015868
Файл:
PDF, 980 KB
IPFS:
,
english, 2002
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