managing
"There have been many books written about financial wizards, but this one is about five Wall Street sages. Read and learn how to quickly apply their 12 logical rules to investing in growth stocks. This is a timely book for all times!" Ralph J. Acampora, CMT Managing Director, Prudential Securities, Inc. When Donald Yacktman, Shelby Davis, Elizabeth Bramwell, L. Roy Papp, and Robert Stovall talk, investors the world over listen. |
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This digital document is an article from Latino Leaders, published by Thomson Gale on December 1, 2007. The length of the article is 907 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.Citation DetailsTitle: A leader with a vision: Ron Meraz: managing director, Office of Diversity for Global Wealth Management Merril Lynch.(LEADERS OF INDUSTRY)(Interview) |
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Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and ineffective. In this landmark book, Ross Levin presents the Wealth Management Index T M, an innovative tool for financial advisors to quantify their clients' success in financial planning. The index helps financial advisors establish rational goals with their clients and measure their progress toward achieving goals. |
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``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. |
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During the next 20 years, over 60 million Americans will inherit an estimated $8 trillion in an unprecedented shifting of wealth. Most of these new heirs are unprepared to handle the windfall, and Managing Your Inheritance will be a godsend. The authors walk readers through every phase of the inheritance process, and show how to protect family wealth through intelligent saving and investing. Author tour. 25,000 print. |
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