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Posts Tagged ‘Wealth’


How can millions of readers come to grips with their financial situation at a time when nothing seems to be enough? Arun Abey and Andrew Ford believe that the answer lies beyond the balance sheet in the heart and spirit of the individual investor. Having advised investors around the globe, the authors dig deep into the latest economic and social research as they bridge the worlds of financial security and personal well-being. Their book guides readers through a holistic approach to financial pla More >>
  • ISBN13: 9781929774838
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Posted In: Financial Planning
$ 13.19

WEALTH MANAGEMENT: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients offers the insights of one of today’s top wealth management professionals–Tim Kochis, J.D., M.B.A., CFP–and his firm, Kochis Fitz. The concise discussion reflects the tremendous experience gained in successfully serving thousands of elite clients. Financial planners, accountants, lawyers, brokers and portfolio managers who are looking to serve high net worth and high-income individuals or wh More >>
Posted In: Financial Planning $ 75.00

The last 30 years have witnessed stock market booms and busts, economic prosperity and downturns, various presidential administrations, and technological revolutions. Through it all, Victor Hallman and Jerry Rosenbloom’s classic guidebook, which previously was titled Personal Financial Planning in its first through seventh edition, has retained its status as the most accurate and up-to-date resource to help Americans protect their futures by investing wisely, insuring their More >>
Posted In: Financial Planning $ 38.04
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