Retirement Portfolios (eBook)

by (Author)

  • 82,056 Words
  • 304 Pages

Retirement portfolio guidance for finance professionals

Retirement is one of the most important parts of the financialplanning process. Yet only two percent of financial advisorsdescribe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficultendeavor, and the demands facing financial advisors responsible forthis task continue to grow. The pressures are particularly intensedue to events such as the financial crisis and oncoming rush ofretiring baby boomers. It is imperative that financial advisors beequipped and ready to create appropriate retirement portfolios.That's why Michael Zwecher-a leading expert on retirementincome-has created Retirement Portfolios.

  • Examines how portfolios should be prepped in advance so thatthe transition from "working" portfolio to retirement portfolio issmooth and seamless
  • Outlines how to create a portfolio that will provide income,continue to generate growth, and protect assets from disaster
  • Details the differences in managing a retirement portfolioversus managing portfolios during asset accumulation years

The ability to create retirement portfolios and manage theirrisks are skills you must possess to be an effective financialadvisor. Retirement Portfolios will help you develop theseessential skills and gain a better understanding of the entireprocess.

Retirement portfolio guidance for finance professionals

Retirement is one of the most important parts of the financialplanning process. Yet only two percent of financial advisorsdescribe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficultendeavor, and the demands facing financial advisors responsible forthis task continue to grow. The pressures are particularly intensedue to events such as the financial crisis and oncoming rush ofretiring baby boomers. It is imperative that financial advisors beequipped and ready to create appropriate retirement portfolios.That's why Michael Zwecher-a leading expert on retirementincome-has created Retirement Portfolios.

  • Examines how portfolios should be prepped in advance so thatthe transition from "working" portfolio to retirement portfolio issmooth and seamless
  • Outlines how to create a portfolio that will provide income,continue to generate growth, and protect assets from disaster
  • Details the differences in managing a retirement portfolioversus managing portfolios during asset accumulation years

The ability to create retirement portfolios and manage theirrisks are skills you must possess to be an effective financialadvisor. Retirement Portfolios will help you develop theseessential skills and gain a better understanding of the entireprocess.


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  • Released:
  • Categories: Business & Investing
  • Language: English
  • Publisher: Wiley
  • ISBN-10:
  • ISBN-13: 9780470585627
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by Michael J. Zwecher

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