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Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:
evaluate the current state of your finances and set goals for the future;
develop a target rate of return for your investment portfolio;
create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
avoid missteps that can lead to underperformance;
follow a process that adheres to a fiduciary standard of care;
blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;
ensure all your advisers are working as a team on your behalf.
"Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity."
Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016.
If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.
Len Templeton, Founder and President, Templeton Financial Services
Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:
evaluate the current state of your finances and set goals for the future;
develop a target rate of return for your investment portfolio;
create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
avoid missteps that can lead to underperformance;
follow a process that adheres to a fiduciary standard of care;
blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;
ensure all your advisers are working as a team on your behalf.
"Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity."
Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016.
If I could recommend one book every investor should read it would be "The Wealth Management Experience" by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.
Len Templeton, Founder and President, Templeton Financial Services
| Erscheinungsjahr: | 2016 |
|---|---|
| Fachbereich: | Allgemeines |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| ISBN-13: | 9781480823648 |
| ISBN-10: | 1480823643 |
| Sprache: | Englisch |
| Ausstattung / Beilage: | HC gerader Rücken mit Schutzumschlag |
| Einband: | Gebunden |
| Autor: | Hatton, Jim |
| Hersteller: | Archway Publishing |
| Maße: | 222 x 145 x 17 mm |
| Von/Mit: | Jim Hatton |
| Erscheinungsdatum: | 02.02.2016 |
| Gewicht: | 0,473 kg |
| Erscheinungsjahr: | 2016 |
|---|---|
| Fachbereich: | Allgemeines |
| Genre: | Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| ISBN-13: | 9781480823648 |
| ISBN-10: | 1480823643 |
| Sprache: | Englisch |
| Ausstattung / Beilage: | HC gerader Rücken mit Schutzumschlag |
| Einband: | Gebunden |
| Autor: | Hatton, Jim |
| Hersteller: | Archway Publishing |
| Maße: | 222 x 145 x 17 mm |
| Von/Mit: | Jim Hatton |
| Erscheinungsdatum: | 02.02.2016 |
| Gewicht: | 0,473 kg |
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