Bloomberg Financial
Format
Format
User Rating
User Rating
Release Date
Release Date
Date Added
Date Added
Language
Language
ebook
(0)
The PPLI Solution
Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life
by Various Authors
Part 3 of the Bloomberg Financial series
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations.
PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices-until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million.
Few investors-whatever their net worth-will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone-including investors-seeking to know more about PPLI's nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.
ebook
(0)
Due Diligence for Global Deal Making
The Definitive Guide to Cross-Border Mergers and Acquisitions, Joint Ventures, Financings, and Strat
by Various Authors
Part 8 of the Bloomberg Financial series
Companies of all sizes have been initiating international transactions-mergers and acquisitions, joint ventures, strategic alliances, and private placements, in record numbers. Targeted due diligence is crucial to effectively research, value, and complete these complex deals. With an evolving climate of uncertainty and new, unpredictable threats to business, it is more essential than ever before.
“Due Diligence for Global Deal Making” is an invaluable guidebook for companies trying to capitalize on the opportunities in both developed and emerging cross-border markets. All too often global transactions fail to meet the parties' expectations, and the leading culprit is inadequate due diligence. Especially when the target partner lacks a financial performance track record and significant assets, expanding businesses must answer difficult questions, such as: Why (if at all) do this deal? What are the rules going in, and what happens if things go wrong? Where are the tax, legal, financial, and operational traps, and what are the opportunities? This book provides what's needed to avoid devastating mistakes and to master the steps that ensure success:
• Expert analysis, insights, and strategies from experienced practitioners and leading authorities in cross-border matters
• In-depth coverage of critical topics decision makers need to understand in order to succeed in cross-border transactions-from corporate planning to operational, financial, legal, tax, accounting, and people/organizational considerations
• Best practices of corporate investors and professional advisers in conducting critical due diligence
Noted experts discuss critical topics corporate executives, and all those involved with their company's legal, operational, accounting, and tax matters, need to know to successfully complete complex global transactions today.
ebook
(0)
The Securitization Markets Handbook
Structures and Dynamics of Mortgage - and Asset-Backed Securities
by Charles Austin Stone, Ph. D.
Part 14 of the Bloomberg Financial series
In this long-awaited handbook, noted experts Charles Stone and Anne Zissu provide an enlightening overview of how securitization works and explain how future cash flows from various asset classes-from credit card receipts to mortgage payments-can be packaged into bond-like products and sold to investors.
Once a marginal source of funds, securitization is now an essential corporate funding technique widely adopted by financial and industrial companies throughout the world to finance both working capital and capital budgets. It is also used as a risk-management tool and a source of liquidity. Securitization has been adapted to fund corporate acquisitions, to capitalize future streams of revenue, and to liquidate pools of nonperforming loans.
With examples from companies such as GE Capital, Ford Motor Credit, Countrywide Home Loans, and D&K Healthcare, The Securitization Markets Handbook provides descriptions of all major classes of asset-backed securities and offers a practice-oriented commentary on trends in securitization and the value of asset- and mortgage-backed securities across industries and throughout the global markets.
The authors approach the topic from both sides of the market: the supply side, where assets are securitized and mortgage- and asset-backed securities are issued, and the demand side, where investors choose which classes of mortgage and asset-backed securities will enhance their portfolios or serve as efficient hedges. The book's detailed explanations and practical examples make it a valuable guide both for experienced money managers trying to put a securitization strategy into place and for those new to securitization looking to acquire a broad and strong foundation in the subject.
ebook
(0)
Protecting Your Practice
by Katherine Vessenes
Part 17 of the Bloomberg Financial series
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation-written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilities that come with managing someone's money in today's complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims.
ebook
(0)
Handbook for Muni-Bond Issuers
by Joe Mysak
Part 18 of the Bloomberg Financial series
From Bloomberg, the authority on municipal bond valuation, this is the first book to give issuers (municipalities and their officers, attorneys, and other advisers) step-by-step tips on (1) lowering the cost of financing and (2) how to do it right and avoid trouble-with the press, with the market, with constituents, and with the Securities and Exchange Commission. With an insider's perspective, Joe Mysak debunks the myths and reveals thepractical realities of today's municipal bond market. Fresh and clearly written, this excellent primer on issuing municipal bonds is a key to the market that no participant should be without.
ebook
(0)
Trading Option Greeks
How Time, Volatility, and Other Pricing Factors Drive Profit
by Dan Passarelli
Part 35 of the Bloomberg Financial series
Veteran options trader Dan Passarelli explains a new methodology for option trading and valuation. With an introduction to option basics as well as chapters on all types of spreads, put-call parity and synthetic options, trading volatility and studying volatility charts, and advanced option trading, Trading Option Greeks holds pertinent new information on how more accurate pricing can drive profit.
Most options traders focus on strategies such as covered calls, vertical spreads, butterflies and condors, and so on. But traders often don't know how to use the "greeks"-the five factors that influence an option's price-to trade more effectively.
The "greeks" (Delta, Gamma, Theta, Vega, Rho) are tools to measure minute changes in an option's price based on corresponding changes in:
• Interest rates
• Time to expiration
• Price changes in the underlying security
• Volatility
• Dividends
Using the greeks can lead to more accurate pricing information that will alert an option trader to mispriced derivatives that can be exploited for profit. In straightforward language and making use of charts and examples, Passarelli explains how to use the greeks to be a better options trader.
ebook
(2)
Market Indicators
The Best-Kept Secret to More Effective Trading and Investing
by Richard Sipley
Part 38 of the Bloomberg Financial series
A smart trader needs to know what other traders are thinking and doing. Professional traders and investors use a wide range of indicators-some well-known, some not so well-known-to gauge the state of the market.
Market Indicators introduces the many key indicators used by professional traders and investors every day. Having stood the test of time, these indicators will alert the trader to market situations that offer the best chance to trade profitably.
ebook
(0)
DeMark Indicators
by Jason Perl
Part 40 of the Bloomberg Financial series
Long a secret weapon for the hedge-fund elite, says Trader Monthly, the DeMark Indicators are now used by more than 35,000 traders. This book provides an easy-to-follow system for using the indicators to identify market turns as they happen.
Author Jason Perl gives a concise introduction to thirty-nine of the DeMark Indicators, and then shows how to combine the indicators and time frames to achieve a higher probability of trading success.
Thomas R. DeMark, the creator of the DeMark Indicators and one of the most well-respected practitioners of technical analysis wrote the Foreword to this book.
This is the second book in the Bloomberg Market Essentials™: Technical Analysis series, which covers the key elements of the most widely used technical analysis tools.
ebook
(2)
Chart Patterns
by Bruce M. Kamich
Part 41 of the Bloomberg Financial series
The Bloomberg Market Essentials: Technical Analysis series covers the key elements of the most widely used technical analysis tools. Using these fast-track resources, traders can come up to speed quickly on each method-what it is, how it works, and how to use it.
The third book in this series, Chart Patterns, gives traders the first step toward applying one of the oldest and most widely used tools in the market. Flags, head-and-shoulders patterns, double bottoms, and more are detailed to help the trader know when a breakout is coming or when a trend is continuing.
Bruce Kamich is a highly respected voice in the technical analysis community, coauthoring the widely read Morgan Stanley Smith Barney Daily Technical Market Letter publication.
ebook
(0)
Introduction to Option-Adjusted Spread Analysis
by Various Authors
Part 46 of the Bloomberg Financial series
Top traders, investors, and analysts agree that one method, option-adjusted spread (OAS) analysis, is the most useful way to compare and value securities with options. Nearly every day the bond market figures out a new way to structure securities, most of which involve options.
This book explains OAS analysis in plain English, presenting each step in the method clearly and concisely. Topics covered include:
• Why yield-based analysis breaks down for nonbullet bonds
• How to model put and call provisions as embedded options
• How to distinguish the intrinsic and time components of option value
• How to model interest-rate volatility, future interest rates, and future bond prices
• How to calculate option-free price and yield
• How to estimate the "fair value" of a bond
• How to calculate implied spot and forward rates
Salespeople, traders, and investors will want to read this book and keep it on their desks.
ebook
(0)
Reverse Mergers
And Other Alternatives to Traditional IPOs
by David N. Feldman
Part 50 of the Bloomberg Financial series
In good markets or bad, reverse mergers play a key role for companies that want to avoid the IPO route for going public. Since the successful first edition of Reverse Mergers was published in 2006, the economic and regulatory landscape has changed. Executives, owners, lawyers, accountants, professional investors, regulators, and others need to know what those changes mean for reverse mergers.
Reverse-merger expert David Feldman gives an overview of the most important changes since the previous edition was published: new SEC regulations, the changing nature of SPACs (Special-Purpose Acquisition Company), and the emergence of new instruments called WRASPs (WestPark Alternative Senior Exchange Process). The book includes a new chapter on China, and the "Experts Speak" chapter features all new interviewees.
David Feldman is one of the country's leading experts on reverse mergers, self-filings, and other alternatives to IPOs. His firm has guided hundreds of companies on going public, advising them on structure and mechanics, financing, due diligence, regulatory issues, and more.
ebook
(0)
Investing in Hedge Funds
by Joseph G. Nicholas
Part 51 of the Bloomberg Financial series
Hedge funds are in the news and on the minds of sophisticated investors more than ever. Investors have questions about how the funds are structured, where the assets are allocated, and whether hedge funds can truly act as a hedge against market risk. The answers are all here in Investing in Hedge Funds.
Until recently, much of what makes hedge funds tick has been closely guarded-the intellectual property of Wall Street's investment elite. In this updated and revised text, Joseph G. Nicholas, founder and chairman of the leading industry information provider Hedge Fund Research, Inc., travels inside the hedge fund marketplace to explain the alternative investment strategies of top fund managers, providing clear descriptions of how to access these funds and where they're headed. It's a complete guide that everyone investing in hedge funds should study closely.
ebook
(0)
Retirement Income Redesigned
Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years
by Various Authors
Part 52 of the Bloomberg Financial series
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired-as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work.
To help get the work done, Harold Evensky and Deena Katz-both veteran problem solvers-have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning:
• Sustainable withdrawals
• Longevity risk
• Eliminating luck as a factor in planning
• Immediate annuities, reverse mortgages, and viatical and life settlements
• Strategies for increasing retirement cash flow
In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.
ebook
(0)
Pipes
A Guide to Private Investments in Public Equity
by Various Authors
Part 56 of the Bloomberg Financial series
Private investments in public equity (PIPEs) offer a practical financing alternative for companies seeking capital and a unique asset for investors. For practitioners who know how to identify and execute transactions, PIPEs present a growing opportunity.
This revised and updated guide presents the views, voices, and invaluable expertise of leading practitioners from all specialties in the field. The book is divided into three parts: "The Business of PIPEs," which provides a historical backdrop and overview, "Regulatory Landscape and Structural Alternatives," which details the legal framework and transaction structures, and "Deal Flow," which offers the investor's perspective on negotiating deals.
With detailed discussions, ranging from the origins of the marketplace and deal structures to legal considerations and due diligence, and from finding new opportunities to trading strategies, this book provides a clear window to the inner workings of this active area of the small-cap market. Investors, financial analysts, investment bankers, corporate and securities attorneys, and executives of public companies will find substantial value in the pages of this book.
ebook
(0)
The RIA's Compliance Solution Book
Answers for the Critical Questions
by Elayne Robertson Demby, J. D.
Part 57 of the Bloomberg Financial series
Registered investment advisers are accustomed to regulatory scrutiny. But the pressure to understand changing compliance regulations and to meet the requirements they impose has never been more intense. A range of scandals and abuses-from the laundering of terrorist funds to mutual fund trading shenanigans-has caused the Securities and Exchange Commission to tighten regulation and step up enforcement. Unfortunately, definitive compliance information-the kind that can save advisers precious time and spare them serious trouble-has not been easy to find. Until now.
The RIA's Compliance Solution Book gathers the information needed most and puts it all in one place. Here advisers will find plain-English translations of the rules that regulate such issues as:
• advisory contracts and fees
• advertising and client communications
• RIA compliance programs and codes of ethics
• custody of customer accounts
• completing, filing, and amending Form ADV
• selecting brokers and executing trades
ebook
(1)
Breakthroughs in Technical Analysis
New Thinking From the World's Top Minds
by Various Authors
Part 61 of the Bloomberg Financial series
Technical analysts build trading strategies based on trends and patterns in the markets' movements. Their task requires mastery of the world's markets and an understanding of the latest techniques.
“Breakthroughs in Technical Analysis” reveals the new trading methods used by the world's top technicians. Building on the success of “New Thinking in Technical Analysis” (Bloomberg Press, 2000), this book, edited by Bloomberg L.P.'s own expert on technical analysis, David Keller, brings together market masters from the around the world.
Some of their techniques have never left their country's borders before and are not widely known or used in other parts of the world.
Showing what the best and the brightest are currently using to deliver extraordinary results, this book will be eagerly sought out by all market technicians.
ebook
(0)
Trading ETFs
Gaining an Edge with Technical Analysis
by Deron Wagner
Part 62 of the Bloomberg Financial series
An exchange-traded fund (ETF) is a basket of stocks that trades on an exchange with the same simplicity and liquidity of an individual stock. By the end of 2007, 546 ETFs were trading on U.S. exchanges and some 450 were in registration. The total asset growth of ETFs has been equally impressive, doubling every year since 1994 and reaching $5.8 billion in 2007.
In Trading ETFs: Gaining an Edge with Technical Analysis money manager Deron Wagner introduces the major types and families of ETFs and then provides step-by-step guidance to picking and trading funds.
Benefits of ETFs include:
• Exposure to equities at a lower level of risk than trading individual stocks
• Lower fees
• Access to markets that were previously difficult and expensive to participate in, including: Government Treasury bonds, international markets, commodities and even currencies.
Unlike other books on ETFs, Wagner's strategies are based on technical analysis, a method of timing the market that greatly improves an investor's chances of predicting short and intermediate term ETF trends.
Benefits of Wagner's approach include:
• A 'top down' trading strategy that increases an investor's odds of success
• A method for identifying the strongest sector indexes
• A method for identifying the ETF families with the greatest relative strength
ETFs are as easy to invest in as mutual funds and they will soon be as popular. Wagner's comprehensive catalog of the ETFs now available, his insights into successful trading techniques, and his solid research and informative examples, will be an invaluable resource for everyone trying to come up to speed on this new investment opportunity.
Gold Medal Winner (tie), Investing Category, Axiom Business Book Awards (2009)
ebook
(0)
Option Spread Strategies
Trading Up, Down, and Sideways Markets
by Anthony J. Saliba
Part 63 of the Bloomberg Financial series
Spread trading-trading complex, multi-leg structures-is the new frontier for the individual options trader. This book covers spread strategies, both of the limited-risk and unlimited-risk varieties, and how and when to use them.
All eight of the multi-leg strategies are here: the covered-write, verticals, collars and reverse-collars, straddles and strangles, butterflies, calendar spreads, ratio spreads, and backspreads. Vocabulary, exercises and quizzes are included throughout the book to reinforce lessons.
Saliba, Corona, and Johnson are the authors of Option Strategies for Directionless Markets.
ebook
(0)
Deena Katz's Complete Guide to Practice Management
Tips, Tools, and Templates for the Financial Adviser
by Deena B. Katz
Part 64 of the Bloomberg Financial series
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice.
To create this book, Katz updated, revised, and combined her two acclaimed books “Deena Katz on Practice Management” (1999) and “Deena Katz's Tools and Templates for Your Practice” (2001).
In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm.
This new volume offers guidance on practice-management issues:
• setting up an office
• systems and technology
• administration and staffing
• marketing
• growing as the market changes
• hanging on to clients for the long term
• succession planning when the time comes
This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners.
From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.
ebook
(0)
The Trader's Guide to Key Economic Indicators
With New Chapters on Commodities and Fixed-Income Indicators
by Richard Yamarone
Part 120 of the Bloomberg Financial series
New economic data are reported by the media virtually every trading day. Investors, big or small, have to understand how these reports influence their investments, portfolios, and future sources of income.
The new edition of “The Trader's Guide to Key Economic Indicators” homes in on the most important economic statistics used on Wall Street today and in a clear and concise voice tells you exactly what these important reports measure and what they really mean.
With two new chapters on commodities and fixed-income indicators, this fully updated edition will be an easy-to-use desk reference for new readers, but will also be favored by fans of the first book.
From GDP and employment to consumer confidence and spending, you'll learn what to look for and how to react. This handy reference, illustrated with scores of instructive graphs and charts, will put you ahead of the market curves.
ebook
(0)
Fixed-Income Securities and Derivatives Handbook
Analysis and Valuation
by Moorad Choudhry
Part 122 of the Bloomberg Financial series
The definitive guide to fixed-come securities-revised to reflect today's dynamic financial environment
The Second Edition of the Fixed-Income Securities and Derivatives Handbook offers a completely updated and revised look at an important area of today's financial world. In addition to providing an accessible description of the main elements of the debt market, concentrating on the instruments used and their applications, this edition takes into account the effect of the recent financial crisis on fixed income securities and derivatives.
As timely as it is timeless, the Second Edition of the Fixed-Income Securities and Derivatives Handbook includes a wealth of new material on such topics as covered and convertible bonds, swaps, synthetic securitization, and bond portfolio management, as well as discussions regarding new regulatory twists and the evolving derivatives market.
• Offers a more detailed look at the basic principles of securitization and an updated chapter on collateralized debt obligations
• Covers bond mathematics, pricing and yield analytics, and term structure models
• Includes a new chapter on credit analysis and the different metrics used to measure bond-relative value
• Contains illustrative case studies and real-world examples of the topics touched upon throughout the book
Written in a straightforward and accessible style, Moorad Choudhry's new book offers the ideal mix of practical tips and academic theory within this important field.
ebook
(0)
Mastering Elliott Wave Principle
Elementary Concepts, Wave Patterns, and Practice Exercises
by Constance M. Brown
Part 124 of the Bloomberg Financial series
An innovative approach to applying Elliott Wave Principle
By convention, most Elliott Wave Principle (EWP) practitioners focus on individual market price movement. Connie Brown has a global reputation of developing analysis that focuses on the integration of global markets. In a two book series you will be taken through the steps to master the global cash flows of today's financial markets. The approach found in this first book differs from the traditional view of EWP because it shows you how geometry and the use of simple boxes drawn within a trend will guide you away from the common complaint of subjectivity, thereby making smarter trades of higher probability. While EWP can be a challenging topic, the structure of this book eases you into the analysis principles.
With Mastering Elliott Wave Principle you are guided step-by-step through the learning phases of Elliott Wave analysis and then your understanding is further challenged through self-examination. The preliminary coaching unravels common misunderstandings that sabotage the beginner. You will discover how price swings and waves are not the same. Elements of balance and proportion are mathematical concepts taught through geometry and not subjective. These basic skills establish a foundation that allow beginners to understand what to expect from their level of skill. There are three distinct levels of skill that all masters of the EWP have learned. Now there is a series to guide your understanding at each skill level so you can develop a working knowledge of how to define market positions around the world in short or long term time horizons. Bring your biases, bring your past concerns and discover how this breakthrough and original approach to teaching the Wave Principle can help you.
• Traders, from beginners to advanced, can use this book to become proficient in the Elliott Wave Principle
• Contains practice charts to compare your understanding and skill level with follow-up discussions of how you may have differed based on the results from twenty years of coaching.
ebook
(0)
Community Banking Strategies
Steady Growth, Safe Portfolio Management, and Lasting Client Relationships
by Vince Boberski
Part 126 of the Bloomberg Financial series
A guide for community banks to rebuild and strengthen their business
With Community Banking Strategies, author Vincent Boberski, a financial professional who has spent years working with senior management and the boards of directors at local banks, skillfully reveals how community banks can compete against bigger institutions in the wake of the most significant financial crisis since the 1930s.
Chapter by chapter, he offers practical advice on many of the most important issues in this area, including portfolio management, balance sheet management, and dealing with interest rate and credit cycles. Along the way, Boberski also offers in-depth insights on establishing and encouraging the lasting client relationships that produce the most essential piece of the banking business: focusing on increasing core deposits, which is at the heart of any good local bank.
• Details the strategies, products, and tactics that will enable community banks to create opportunities out of market dislocations and effectively manage risk
• Reveals how to capture consistently profitable growth at the expense of regional and national competitors
• Discusses what it takes to transform newfound market dynamics into customer relationships that touch both sides of the balance sheet
If you want to gain a better understanding of the strategies that could consistently lead to success in this field, this book is the best place to start.
ebook
(0)
Trading Options in Turbulent Markets
Master Uncertainty Through Active Volatility Management
by Larry Shover
Part 128 of the Bloomberg Financial series
A thoughtful presentation of options trading and pricing which discusses the impact of volatility in the process.
“Trading Options in Turbulent Markets” reveals how volatility in options trading relates to today's stormy marketplace and shows you how to manage risk and take advantage of market volatility when investing in derivatives. In this book, options expert Larry Shover skillfully addresses how to use historical volatility to predict future volatility for a security, or the implied volatility, and offers suggestions for dealing with that odd feature of options trading known as skew.
“Trading Options in Turbulent Markets” also looks at specific options trading strategies that help you offset risk and reach for profit. These include the covered call, the naked and the married puts, collars, straddles, vertical spreads, calendar spreads, butterflies, condors, and more.
• Contains proven tools for evaluating options trading decisions, including the greeks: delta, vega, theta, and gamma
• Outlines effective strategies for trading options contracts in uncertain times
• Offers insights on the risk/reward situations all traders in this field face
Filled with in-depth insights and practical advice, this important resource explores how to turn turbulent markets into profitable opportunities and discusses why options are the best tool to use in such a difficult endeavor.
ebook
(0)
Corporate Valuation for Portfolio Investment
Analyzing Assets, Earnings, Cash Flow, Stock Price, Governance, and Special Situations
by Robert A. G. Monks
Part 132 of the Bloomberg Financial series
A detailed guide to the discipline of corporate valuation
Designed for the professional investor who is building an investment portfolio that includes equity, Corporate Valuation for Portfolio Investment takes you through a range of approaches, including those primarily based on assets, earnings, cash flow, and securities prices, as well as hybrid techniques.
Along the way, it discusses the importance of qualitative measures such as governance, which go well beyond generally accepted accounting principles and international financial reporting standards, and addresses a variety of special situations in the life cycle of businesses, including initial public offerings and bankruptcies. Engaging and informative, Corporate Valuation for Portfolio Investment also contains formulas, checklists, and models that the authors, or other experts, have found useful in making equity investments.
• Presents more than a dozen hybrid approaches to valuation, explaining their relevance to different types of investors
• Charts stock market trends, both verbally and visually, enabling investors to think like traders when needed
• Offers valuation guidance based on less quantitative factors, namely management quality and factors relating to the company and the economy
Corporate Valuation for Portfolio Investment puts this dynamic discipline in perspective and presents proven ways to determine the value of corporate equity securities for the purpose of portfolio investment.
ebook
(0)
Debt Markets and Analysis
by R. Stafford Johnson
Part 135 of the Bloomberg Financial series
An accessible guide to the essential elements of debt markets and their analysis
Debt Markets and Analysis provides professionals and finance students alike with an exposition on debt that will take them from the basic concepts, strategies, and fundamentals to a more detailed understanding of advanced approaches and models.
• Strong visual attributes include consistent elements that function as additional learning aids, such as: Key Points, Definitions, Step-by-Step, Do It Yourself, and Bloomberg functionality
• Offers a solid foundation in understanding the complexities and subtleties involved in the evaluation, selection, and management of debt
• Provides insights on taking the ideas covered and applying them to real-world investment decisions
Engaging and informative, Debt Markets and Analysis provides practical guidance to excelling at this difficult endeavor.
ebook
(0)
Credit Risk Frontiers
Subprime Crisis, Pricing and Hedging, CVA, MBS, Ratings, and Liquidity
by Tomasz Bielecki
Part 138 of the Bloomberg Financial series
A timely guide to understanding and implementing credit derivatives
Credit derivatives are here to stay and will continue to play a role in finance in the future. But what will that role be? What issues and challenges should be addressed? And what lessons can be learned from the credit mess?
Credit Risk Frontiers offers answers to these and other questions by presenting the latest research in this field and addressing important issues exposed by the financial crisis. It covers this subject from a real world perspective, tackling issues such as liquidity, poor data, and credit spreads, as well as the latest innovations in portfolio products and hedging and risk management techniques.
• Provides a coherent presentation of recent advances in the theory and practice of credit derivatives
• Takes into account the new products and risk requirements of a post financial crisis world
• Contains information regarding various aspects of the credit derivative market as well as cutting edge research regarding those aspects
If you want to gain a better understanding of how credit derivatives can help your trading or investing endeavors, then Credit Risk Frontiers is a book you need to read.
ebook
(0)
Practice Made (More) Perfect
Transforming a Financial Advisory Practice Into a Business
by Mark C. Tibergien
Part 141 of the Bloomberg Financial series
A revised and expanded look at how to thrive and prosper in the financial advisory business
A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, “Practice Made (More) Perfect” is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances.
• Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry
• A new edition of a bestselling Bloomberg title
• Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world
Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
ebook
(0)
Options for Volatile Markets
Managing Volatility and Protecting Against Catastrophic Risk
by Richard Lehman
Part 143 of the Bloomberg Financial series
Practical option strategies for the new post-crisis financial market
Traditional buy-and-hold investing has been seriously challenged in the wake of the recent financial crisis. With economic and market uncertainty at a very high level, options are still the most effective tool available for managing volatility and downside risk, yet they remain widely underutilized by individuals and investment managers. In Options for Volatile Markets, Richard Lehman and Lawrence McMillan provide you with specific strategies to lower portfolio volatility, bulletproof your portfolio against any catastrophe, and tailor your investments to the precise level of risk you are comfortable with.
While the core strategy of this new edition remains covered call writing, the authors expand into more comprehensive option strategies that offer deeper downside protection or even allow investors to capitalize on market or individual stock volatility. In addition, they discuss new offerings like weekly expirations and options on ETFs. For investors who are looking to capitalize on global investment opportunities but are fearful of lurking "black swans", this book shows how ETFs and options can be utilized to construct portfolios that are continuously protected against unforeseen calamities.
• A complete guide to the increased control and lowered risk covered call writing offers active investors and traders
• Addresses the changing investment environment and how to use options to succeed within it
• Explains how to use options with exchange-traded funds
Understanding options is now more important than ever, and with Options for Volatile Markets as your guide, you'll quickly learn how to use them to protect your portfolio as well as improve its overall performance.
ebook
(0)
Implementing the Wealth Management Index
Tools to Build Your Practice and Measure Client Success
by Ross Levin
Part 144 of the Bloomberg Financial series
The gold standard for measuring financial progress, updated for today's market.
From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. This edition of the book Investment Advisor called a "landmark opus," this volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning.
The volume adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy.
• Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year?
• Newly revised and expanded for the first time since 1997
Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.
ebook
(0)
Managing Foundations and Charitable Trusts
Essential Knowledge, Tools, and Techniques for Donors and Advisors
by Roger D. Silk
Part 145 of the Bloomberg Financial series
The insider's guide to charitable organizations for donors and their advisors
Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend?
In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include:
• Foundation Governance
• When to seek additional professional help
• When and how to turn a CRT interest into cash
• Key tax issues
• Creating a legacy
• Why tax planning is so difficult, and how to approach it
Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
ebook
(0)
Trading Between the Lines
Pattern Recognition and Visualization of Markets
by Elaine Knuth
Part 147 of the Bloomberg Financial series
Insights into a pattern-based method of trading that can increase the likelihood of profitable outcomes
While most books on chart patterns, or pattern recognition, offer detailed discussion and analysis of one type of pattern, the fact is that a single pattern may not be very helpful for trading, since it often does not give a complete picture of the market.
What sets Trading Between the Lines apart from other books in this area is author Elaine Knuth's identification of sets of patterns that give a complete analysis of the market. In it, she identifies more complex chart patterns, often several patterns combined over multiple time frames, and skillfully examines these sets of patterns called "constellations" in relation to one another. These constellations turn sets of individual patterns into a more manageable set of patterns, where the relationship between them can lead to tactical trading opportunities.
• Shows how to apply complex patterns to specific trades and identify opportunities as well entry and exit points
• Markets covered include commodities, equities, and indexes
• Presents an effective trading approach based on real market cycles, as opposed to computer simulations, that are found in active markets
Moving beyond the simple identification of basic patterns to identifying pattern constellations, this reliable resource will give you a better view of what is really going on in the market and help you profit from the opportunities you uncover.
ebook
(0)
MIDAS Technical Analysis
A VWAP Approach to Trading and Investing in Today's Markets
by Andrew Coles
Part 148 of the Bloomberg Financial series
This book provides a new, powerful twist to MIDAS technical analysis, a trading method developed by the late Paul Levine. The authors show how to employ MIDAS in trading, from recognizing set ups to identifying price targets. The book explains the basics of MIDAS before demonstrating how to apply it in different time frames. Further, it extrapolates how MIDAS can be used with other more conventional indicators, such as DeMark or moving averages. In addition to introducing new indicators that the authors have created, the book also supplies new computer codes.
ebook
(0)
The Financial Services Marketing Handbook
Tactics and Techniques That Produce Results
by Evelyn Ehrlich
Part 150 of the Bloomberg Financial series
The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros
“The Financial Marketing Services Handbook”, gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities.
Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions, segmentation, positioning, brand building, situational analyses, and tactical planning, as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox, from advertising and public relations to social media and mobile marketing.
• Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales
• Packed with new information on landing pages, email success factors, and smartphone apps
• Demonstrates how behavioral economics affect marketing strategy
• Case studies and charts are fully revised and updated
The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets.
ebook
(0)
The Trader's Guide to Key Economic Indicators
by Richard Yamarone
Part 151 of the Bloomberg Financial series
A handy reference to understanding key economic indicators and acting on them
New economic data are reported virtually every trading day. Investors, big and small, have to understand how these reports influence their investments, portfolios, and future sources of income. The third edition of The Trader's Guide to Key Economic Indicators examines the most important economic statistics currently used on Wall Street. In a straightforward and accessible style, it tells you exactly what these reports measure and what they really mean.
Filled with in-depth insights and practical advice, this reliable resource sheds some much-needed light on theses numbers and data releases and shows you what to look for and how to react to various economic indicators.
• Covers everything from gross domestic product and employment to consumer confidence and spending
• Author Richard Yamarone shares his experience as a former trader, academic, and current Wall Street economist
• Illustrated with instructive graphs and charts that will put you ahead of market curves
Engaging and informative, this book will put you in a better position to make more informed investment decisions, based of some of today's most influential economic indicators.
ebook
(0)
Trading ETFs
Gaining an Edge with Technical Analysis
by Deron Wagner
Part 154 of the Bloomberg Financial series
A comprehensive catalog of exchange-traded funds and insights into successful trading techniques
This Second Edition of the bestselling Trading ETFs offers an updated version of the definitive guide to this vital part of the capital markets. It contains numerous new examples of the techniques that author Deron Wagner uses in selecting the most timely ETFs to trade and underscores the core insights of his trading discipline "trade what you see, not what you think."
Written for professionals who are using, or should be using, ETFs as an asset class within their portfolios, as well as the individual investor who wants exposure to wider sectors and geographical regions than those available elsewhere.
• This revised edition of the classic resource focuses on the pros, cons, and potential pitfalls of trading the latest class of ETFs
• Includes inversely correlated and leveraged ETFs and the dangers, risks, and benefits associated with each new class of ETF
• Contains a refresher on the initial concept of ETF selection and new case studies on ideal entry and exit points as well as examples of real trades
This thoroughly revised and updated edition offers a "go-to" reference for understanding exchange-traded funds.
ebook
(0)
Investing in Energy
A Primer on the Economics of the Energy Industry
by Gianna Bern
Part 154 of the Bloomberg Financial series
An energy industry researcher and investment advisor provides a fresh perspective on the economics of energy
From major players in the energy industry, such as big oil, to the emerging cap-and-trade market, no other book offers a more complete overview of the energy industry, specifically its economic and financial intricacies, than Investing in Energy: A Primer on the Economics of the Energy Industry.
• Details how to value and invest in the four big energy sectors: oil, gas, power, and green
• Describes key financial considerations for the energy sectors, including credit metrics, the importance of liquidity, cash flow, and capital expenditures
• From Bloomberg, a leading provider of the most up-to-date business news and financial data
A comprehensive guide to the economics of the energy industry, Investing in Energy will prove an invaluable resource for traditional energy investors looking to expand into new areas, as well as for eco-investors looking to better understand how energy markets function.
ebook
(0)
The Janus Factor
Trend Follower's Guide to Market Dialectics
by Gary Edwin Anderson
Part 155 of the Bloomberg Financial series
Tap into feedback loops to unravel market trends and discover profitable trading opportunities
“The Janus Factor” presents an innovative theory that describes how feedback loops determine market behavior. The book clearly shows how the theory can be applied to make trading more profitable. The metaphor of the two-faced god Janus is used to reflect alternating market environments, one dominated by trend followers and the other by contrarian bargain hunters.
In this book, author Gary Anderson puts forth a systematic view of how positive and negative feedback drive capital flows in the stock market and how those flows tend to favor either sector leaders or sector laggards at different times.
• Discusses how to find better performing stocks
• Outlines when and how to use momentum strategies for big profits
• Addresses when and how to use contrarian strategies
ebook
(0)
New Frontiers in Technical Analysis
Effective Tools and Strategies for Trading and Investing
by Paul Ciana
Part 156 of the Bloomberg Financial series
An essential guide to the most innovative technical trading tools and strategies available
In today's investment arena, there is a growing demand to diversify investment strategies through numerous styles of contemporary market analysis, as well as a continuous search for increasing alpha. Paul Ciana, Bloomberg L.P.'s top liason to Technical Analysts worldwide, understands these challenges very well and that is why he has created New Frontiers in Technical Analysis.
Paul, along with in-depth contributions from some of the worlds most accomplished market participants developed this reliable guide that contains some of the newest tools and strategies for analyzing today's markets. The methods discussed are based on the existing body of knowledge of technical analysis and have evolved to support, and appeal to technical, fundamental, and quantitative analysts alike.
• It answers the question "What are other people using?" by quantifying the popularity of the universally accepted studies, and then explains how to use them
• Includes thought provoking material on seasonality, sector rotation, and market distributions that can bolster portfolio performance
• Presents ground-breaking tools and data visualizations that paint a vivid picture of the direction of trend by capitalizing on traditional indicators and eliminating many of their faults
• And much more
Engaging and informative, New Frontiers in Technical Analysis contains innovative insights that will sharpen your investments strategies and the way you view today's market.
ebook
(0)
Trading Options Greeks
How Time, Volatility, and Other Pricing Factors Drive Profits
by Dan Passarelli
Part 159 of the Bloomberg Financial series
A top options trader details a practical approach for pricing and trading options in any market condition
The options market is always changing, and in order to keep up with it you need the greeks-delta, gamma, theta, vega, and rho, which are the best techniques for valuing options and executing trades regardless of market conditions. In the “Second Edition of Trading Options Greeks”, veteran options trader Dan Pasarelli puts these tools in perspective by offering fresh insights on option trading and valuation.
An essential guide for both professional and aspiring traders, this book explains the Greeks in a straightforward and accessible style. It skillfully shows how they can be used to facilitate trading strategies that seek to profit from volatility, time decay, or changes in interest rates. Along the way, it makes use of new charts and examples, and discusses how the proper application of the Greeks can lead to more accurate pricing and trading as well as alert you to a range of other opportunities.
• Completely updated with new material
• Information on spreads, put-call parity and synthetic options, trading volatility, and advanced option trading is also included
• Explores how to exploit the dynamics of option pricing to improve your trading
Having a comprehensive understanding of the Greeks is essential to long-term options trading success. “Trading Options Greeks, Second Edition” shows you how to use the Greeks to find better trades, effectively manage them, and ultimately, become more profitable.
ebook
(0)
High-Profit IPO Strategies
Finding Breakout IPOs for Investors and Traders
by Tom Taulli
Part 182 of the Bloomberg Financial series
A detailed guide to the new era of IPO investing.
Typically generating a great deal of interest, excitement, and volatility, initial public offerings (IPOs) offer investors and traders with opportunities for both short-term and long-term profits. In the Third Edition of “High-Profit IPO Strategies”, IPO expert Tom Taulli explains all facets of IPO investing and trading, with a particular emphasis on the industries that are fueling the next generation of IPOs, from social networking and cloud computing to mobile technology.
In the past year alone, many of these types of IPOs have provided enormous opportunities for nimble traders as prices have fluctuated widely for several months following the offering. This new edition reflects the new IPO environment and presents you with the insights needed to excel in such a dynamic arena.
• Discusses more sophisticated IPO trading strategies, explores the intricacies of the IPO process, and examines the importance of focused financial statement analysis
• Contains new chapters on secondary IPO markets, reverse mergers, and master limited partnerships
• Provides in-depth analysis of other major industries generating worthwhile IPOs
• Covers IPO investing from basic terms to advanced investing techniques
Comprehensive in scope, the Third Edition of “High-Profit IPO Strategies” offers investors and traders with actionable information to profit in this lucrative sector of the financial market.
ebook
(0)
Global Macro Trading
Profiting in a New World Economy
by Greg Gliner
Part 567 of the Bloomberg Financial series
Brings global macro trading down to earth for individual and professional traders, investors and asset managers, as well being a useful reference handbook.
“Global Macro Trading” is an indispensable guide for traders and investors who want to trade Global Macro—it provides Trading Strategies and overviews of the four asset classes in Global Macro which include equities, currencies, fixed income and commodities. Greg Gliner, who has worked for some of the largest global macro hedge funds, shares ways in which an array of global macro participants seek to capitalize on this strategy, while also serving as a useful reference tool. Whether you are a retail investor, manage your own portfolio, or a finance professional, this book equips you with the knowledge and skills you need to capitalize in global macro.
• Provides a comprehensive overview of global macro trading, which consists of portfolio construction, risk management, biases and essentials to query building
• Equips the reader with introductions and tools for each of the four asset classes; equities, currencies, fixed income and commodities
• Arms you with a range of powerful global-macro trading and investing strategies, that include introductions to discretionary and systematic macro
• Introduces the role of central banking, importance of global macroeconomic data releases and demographics, as they relate to global macro trading
ebook
(0)
The Economic Indicator Handbook
How to Evaluate Economic Trends to Maximize Profits and Minimize Losses
by Richard Yamarone
Part 583 of the Bloomberg Financial series
Analyze key indicators more accurately to make smarter market moves
The Economic Indicator Handbook helps investors more easily evaluate economic trends, to better inform investment decision making and other key strategic financial planning. Written by a Bloomberg Senior Economist, this book presents a visual distillation of the indicators every investor should follow, with clear explanation of how they're measured, what they mean, and how that should inform investment thinking. The focus on graphics, professional application, Bloomberg terminal functionality, and practicality makes this guide a quick, actionable read that could immediately start improving investment outcomes. Coverage includes gross domestic product, employment data, industrial production, new residential construction, consumer confidence, retail and food service sales, and commodities, plus guidance on the secret indicators few economists know or care about.
Past performance can predict future results — if you know how to read the indicators. Modern investing requires a careful understanding of the macroeconomic forces that lift and topple markets on a regular basis, and how they shift to move entire economies. This book is a visual guide to recognizing these forces and tracking their behavior, helping investors identify entry and exit points that maximize profit and minimize loss.
• Quickly evaluate economic trends
• Make more informed investment decisions
• Understand the most essential indicators
• Translate predictions into profitable actions
Savvy market participants know how critical certain indicators are to the formulation of a profitable, effective market strategy. A daily indicator check can inform day-to-day investing, and long-term tracking can result in a stronger, more robust portfolio. For the investor who knows that better information leads to better outcomes, The Economic Indicator Handbook is an exceptionally useful resource.
ebook
(0)
Inside the Yield Book
The Classic That Created the Science of Bond Analysis
by Martin L. Leibowitz
Part 609 of the Bloomberg Financial series
A completely updated edition of the guide to modern bond analysis
First published in 1972, Inside the Yield Book revolutionized the fixed-income industry and forever altered the way investors looked at bonds. Over forty years later, it remains a standard primer and reference among market professionals. Generations of practitioners, investors, and students have relied on its lucid explanations, and readers needing to delve more deeply have found its explication of key mathematical relationships to be unmatched in clarity and ease of application.
This edition updates the widely respected classic with new material from Martin L. Leibowitz. Along the way, it skillfully explains and makes sense of essential mathematical relationships that are basic to an understanding of bonds, annuities, and loans-in fact, any securities or investments that involve compound interest and the determination of present value for future cash flows. The book also includes a new foreword.
• Contains information that is more instructive, important, and useful than ever for mastering the crucial concepts of time, value, and return
• Combines the clear fixed-income insights found in the original edition with completely new knowledge to help you navigate today's dynamic market
• Includes over one hundred pages of new material on the role of bonds within the total portfolio
In an era of calculators and computers, some of the important underlying principles covered here are not always grasped thoroughly by market participants. Investors, traders, and analysts who want to sharpen their ability to recall and apply these fundamentals will find Inside the Yield Book the perfect resource.
ebook
(0)
Managing Concentrated Stock Wealth
An Advisor's Guide to Building Customized Solutions
by Tim Kochis
Part of the Bloomberg Financial series
The Methodical Compendium of Concentrated Portfolio Options
“Managing Concentrated Stock Wealth”, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles-such as securities law, taxes, and psychological resistance-and shows you the strategies and execution to prevail.
This new second edition includes:
• Updated references, calculations, and illustrations regarding the latest tax laws
• Revised coverage of derivatives strategies and more examples of potential blind spots
• Tactics to convince some clients to diversify their portfolios and optimize their wealth
• Techniques to exploit concentration in pursuance of greater wealth
They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock-often leaving their portfolios in a dangerous position. “Managing Concentrated Stock Wealth”, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.
ebook
(0)
Managed Futures for Institutional Investors
Analysis and Portfolio Construction
by Galen Burghardt
Part of the Bloomberg Financial series
A practical guide to institutional investing success
Managed Futures for Institutional Investors is an essential guide that walks you through the important questions that need to be addressed before investing in this asset class and contains helpful direction for investors during the investing process.
Backed by years of institutional experience, the authors reveal the opportunities offered by managed futures. They also include information on practices in the managed futures area and present the various analytical tools and building blocks required to use managed futures effectively. The book also contains insight on the issues that must be addressed when building and evaluating portfolios.
• Shows where to find data to evaluate managed futures and explains how managed futures are regulated
• Offers guidance on how to apply classic portfolio construction tools to managed futures
• Reveals how managed futures investments can help investors evaluate and meet risk, return, and liquidity objectives
Managed Futures for Institutional Investors provides all the practical information to manage this type of investment well.
ebook
(0)
Wealth Regeneration at Retirement
Planning for a Lifetime of Leadership
by Kaycee Krysty
Part of the Bloomberg Financial series
Tailoring retirement for successful business leaders
Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no "one size fits all" answer.
“Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership” presents an alternative—one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top.
The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO's and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, "I'd rather not." Yet change is inevitable. “Wealth Regeneration at Retirement” provides a thoughtful and thorough way for leaders to move onward.
Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement.
The book includes:
• A proprietary approach to retirement planning that changes seamlessly when times and circumstances change
• A four component methodology-Where You Are; What You Want; What to Do; and Make it Happen—to ensure continuous feedback, accountability, and measurement of lifetime goals
• Retirement planning expertise from wealth management firm Laird Norton Tyee
“Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership” is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.
ebook
(0)
Technology Tools for Today's High-Margin Practice
How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
by David J. Drucker
Part of the Bloomberg Financial series
Revolutionize your financial advisory practice with the latest cutting-edge tools
Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.
This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more.
• Perfect for successful practices seeking greater efficiencies and healthier profit margins
• The authors are well-known financial advisors, each with more than 30 years of experience in financial services
• Addresses the evolution of the virtual office and its impact on advisory firms
If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice.
Chapter 1 Selecting the Right CRM System, Davis D. Janowski
Chapter 2 The Future of Financial Planning Software, Bob Curtis
Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan
Chapter 4 Portfolio Management Software, Mike Kelly
Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo
Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski
Chapter 7 Managing Your Online Presence, Marie Swift
Chapter 8 Client Portals and Collaboration, Bill Winterberg
Chapter 9 The Cloud, J. D. Bruce
Chapter 10 Digital Signature Technology, Dan Skiles
Chapter 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms, Louis P. Stanasolovich
Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman
Chapter 13 ROI-The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh
Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence