The Tools & Techniques of Investment Planning, 3rd Edition PDF Download
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Author: Stephan R. Leimberg
Publisher:
ISBN: 9781939829160
Category : Investments
Languages : en
Pages : 0
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Book Description
The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781939829160
Category : Investments
Languages : en
Pages : 0
Get Book Here
Book Description
The Tools & Techniques of Investment Planning helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 568
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872186897
Category : Finance
Languages : en
Pages : 0
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Book Description
Author: H. Kent Baker
Publisher: John Wiley & Sons
ISBN: 1118492986
Category : Business & Economics
Languages : en
Pages : 645
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Book Description
WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781941627518
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.
Author: Stephan Leimberg
Publisher:
ISBN: 9781945424144
Category :
Languages : en
Pages : 656
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Book Description
The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate. A broad range of investment products are covered, such as: fixed income investments; equities; derivatives; pooled investments; and alternative investments. This must-have resource includes: - Detailed descriptions of complex investment products and strategies - Easy-to-read explanations of how various investment products work and when they should, and should not, employed - Clear, thorough examples, which show exactly how various investment products and strategies generate income and gains in value, and how those gains can be incorporated into investment strategies to meet specific real-world goals - Comprehensive explanations of investment-related tax concepts, which help investors and planners devise tax-efficient strategies - Thoughtful, independent advice about the best products and strategies for a specific situation In addition to everything that made the prior editions so effective and popular, the latest edition includes: - A new chapter on the Net Investment Income Tax (NIIT), which describes what net investment income is (and is not), how the NIIT affects individual high-income taxpayers and owners of small businesses, and how it applies to the investment activities of trusts, estates and beneficiaries - Enhanced and clearly labeled examples, providing detailed information about real-world investment scenarios which help readers understand how investment performance is achieved and monitored - Mathematical equations used for investment performance monitoring. These equations are clearly explained, with numerous examples so readers can understand what certain investment benchmarks represent. And, as with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of investment planning and confidently meet their needs.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781945424441
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.
Author: Colin Nicholson
Publisher: John Wiley & Sons
ISBN: 0730377903
Category : Business & Economics
Languages : en
Pages : 424
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Book Description
Building Wealth in the Stock Market provides a complete model for investing successfully and safely in bull and bear markets. Experienced investor and teacher Colin Nicholson shares with readers his very own investment plan -- one that has been honed over 40 years and that has seen him consistently beat the market and his target rate of return. Everything in Nicholson's investing method is fully disclosed simply and with a minimum of market jargon. The central idea is how to manage risk in order to grow capital and secure a stream of dividends. The various risks to be managed are explained, along with strategies for managing them. Aspects also covered include: how to improve your decision-making skills, modelled on the way the best investors think what is needed to succeed and why having an investment plan is crucial for success how to select stocks, using charting and fundamental ratios in combination to achieve a margin of safety how to manage your portfolio -- when to buy, how to build a position, when to cut losses and when to take profits. The methods are brought to life through case studies based on real investments and the sharing of insights gained from years of experience and research. This book will change the way you think about the stock market forever.
Author: Paul Pignataro
Publisher: John Wiley & Sons
ISBN: 1118558766
Category : Business & Economics
Languages : en
Pages : 432
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Book Description
Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field.
Author: Stephan Leimberg
Publisher:
ISBN: 9781588528124
Category :
Languages : en
Pages : 0
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Book Description
Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives. In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features: Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, investment, estate and insurance planning, and tax issues In-depth discussions of fundamental concepts like business law, property ownership and economic principles A comprehensive guide to calculating time value of money with keystroke solutions and practical examples Professional ethics for major professional organizations and practice standards in the financial planning field Helpful examples show how concepts apply for real-world planning scenarios Detailed citations that provide jumping off points for more detailed research needs New in the 14th Edition: Newly revised chapter on Time Value of Money which includes the basic concepts of TVM and step-by-step calculator instructions to solve TVM calculations Updated tax and accounting information, including updated statistics and government policy information Updated insurance and risk management content Key Topics Covered: Time Value of Money CFP Standards Budget and cash management Credit and debit management The planner-client relationship As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.
