The Tools & Techniques of Investment Planning 4th Edition

The Tools & Techniques of Investment Planning 4th Edition PDF 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.

The Tools & Techniques of Investment Planning 4th Edition

The Tools & Techniques of Investment Planning 4th Edition PDF Author: Stephan R. Leimberg
Publisher:
ISBN: 9781945424441
Category : Finance, Personal
Languages : en
Pages : 0

Get Book Here

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.

The Tools and Techniques of Investment Planning, 4th Edition

The Tools and Techniques of Investment Planning, 4th Edition PDF 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.

Tools & Techniques of Investment Planning

Tools & Techniques of Investment Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872186897
Category : Finance
Languages : en
Pages : 0

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Book Description


The Tools & Techniques of Investment Planning

The Tools & Techniques of Investment Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 568

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Book Description


The Tools & Techniques of Investment Planning, 3rd Edition

The Tools & Techniques of Investment Planning, 3rd Edition PDF 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.

The Tools & Techniques of Financial Planning

The Tools & Techniques of Financial Planning PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256

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Book Description


Financial Planning Answer Book (2009)

Financial Planning Answer Book (2009) PDF Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Category : Business & Economics
Languages : en
Pages : 544

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Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.

Tools & Techniques of Investment Planning, 2nd Edition

Tools & Techniques of Investment Planning, 2nd Edition PDF Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages :

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Book Description


What Works on Wall Street

What Works on Wall Street PDF Author: James P. O'Shaughnessy
Publisher: McGraw Hill Professional
ISBN: 0071469613
Category : Business & Economics
Languages : en
Pages : 366

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Book Description
"A major contribution . . . on the behavior of common stocks in the United States." --Financial Analysts' Journal The consistently bestselling What Works on Wall Street explores the investment strategies that have provided the best returns over the past 50 years--and which are the top performers today. The third edition of this BusinessWeek and New York Times bestseller contains more than 50 percent new material and is designed to help you reshape your investment strategies for both the postbubble market and the dramatically changed political landscape. Packed with all-new charts, data, tables, and analyses, this updated classic allows you to directly compare popular stockpicking strategies and their results--creating a more comprehensive understanding of the intricate and often confusing investment process. Providing fresh insights into time-tested strategies, it examines: Value versus growth strategies P/E ratios versus price-to-sales Small-cap investing, seasonality, and more

The Tools and Techniques of Financial Planning, 14th Edition

The Tools and Techniques of Financial Planning, 14th Edition PDF 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.