SKU: 61613021882

Retirement Portfolios

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Retirement PortfoliosRetirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as

Retirement portfolio guidance for finance professionals

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

Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios.

  • Examines how portfolios should be prepped in advance so that the transition from "working" portfolio to retirement portfolio is smooth 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 portfolio versus managing portfolios during asset accumulation years

The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.



Binding Type: Hardcover
Publisher: John Wiley & Sons
Published: 01/01/2010
ISBN: 9780470556818
Pages: 281
Weight: 1.25lbs
Size: 9.10h x 6.20w x 0.90d
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SKU: 61613021882

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landonC
Lowell, US
★★★★★ 2
Bad book for SOA exam, but oh well.
Format: Paperback
While required by Society of Actuaries as the textbook for Short Term Actuarial Models exam, I could not recommend this textbook for any other purposes. Written by two Canadian actuaries, a lot of terms and explanations used in this textbook cannot be transferred into US P&C insurance. It fails to explains insurance's purpose and products effectively and as an intro book with unnecessary sentences to deliver personal thoughts. It is also a mess in following sections on ratemaking and reserving. I cannot sense a flow from this book that guides readers in an approachable manner. Overall, author compromises the size AND the quality.
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Reviewed in the United States on April 3, 2018
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Corderroni
Whiting, US
★★★★★ 5
Buying secondhand is good for the environment
Format: Paperback, Format: Paperback
Buying secondhand is good for the environment. It all reads the same. This book was as expected and arrived quickly, no complaints.
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Reviewed in the United States on May 10, 2023
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Nathan
Grantham, US
★★★★★ 4
Decent book
Format: Paperback
Decent book for background knowledge
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Reviewed in the United States on April 2, 2020
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Shereen Baba
Dallas, US
★★★★★ 5
Name Craft Lesson
Format: Board book, Format: Board book
Loved reading this book and tying it into a name craft for my toddler!
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Reviewed in the United States on April 29, 2026
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Tobi M
Alexandria, US
★★★★★ 5
Fun Toddler Book!!
Format: Board book, Format: Board book
Great book for Toddlers!! My class loved it so much I gave it as an end of summer gift!!
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Reviewed in the United States on August 24, 2025

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