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Books > Money & Finance > Investment & securities > General
With more than 30 years as a financial planner, Michael Haubrich,
CFP(r) shares how he has helped others view their career as a
vital, thriving asset on par with other financial asset classes
that deserves the same level of investment, attention and
development. In this book you ll learn how others have extended the
earning power of their career asset and achieved improved work+life
fit and career satisfaction. This is a definitive read for
financial planners, career coaches and counselors, and anyone who
wants to develop, manage, and optimize their career asset."
TOOLS TO DEVELOP A LIFELONG INCOME, FREE OF FEAR IN HIS FORTY YEARS
AS A FINANCIAL AND RETIREMENT ADVISOR, Bill Riley has seen it all.
He has seen his industry neglect the very people it purports to
serve. Riley has a better way. And in Forty Years of Investor
Mistakes he shares what you need to know now before it s too late.
Riley wants to spare you the mistakes that he oft en sees among
people preparing for retirement or who already are there. Those
mistakes can turn dreams into drudgery, as so many retirees learned
so well in recent years, as their proud portfolios dwindled. It
didn t have to be that way. Riley understands how troubling this
new phase of life can be, but he also knows you deserve the
fulfillment you worked so hard to attain. He has helped countless
clients make the most of their savings and develop a lifelong
income, free of fear, so they can reach their goals confidently. In
fact, it all starts with goals. He does far more than analyze your
finances. He gets inside your head. For what purpose did you save
that money? Riley focuses first on helping you figure out where you
are going with your life because it s only when you see that
destination that he can best help you get there. Along the way,
Riley will make sure you have enough to live well, day by day. With
discipline and dedication to fundamentals, he can keep you out of
trouble in tough economic ti mes and help you to flourish in the
good ti mes. He rallies decades of experience and teamwork to
create a retirement plan designed just for you. In Forty Years of
Investor Mistakes Bill Riley shows you the better way the culture
of caring, as he calls it. He brings you the kind of retirement
planning that will help you to live well, sleep well, and preserve
your legacy for generations to come."
How the greatest thinkers in finance changed the field and how
their wisdom can help investors today Is there an ideal portfolio
of investment assets, one that perfectly balances risk and reward?
In Pursuit of the Perfect Portfolio examines this question by
profiling and interviewing ten of the most prominent figures in the
finance world-Jack Bogle, Charley Ellis, Gene Fama, Marty
Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe,
Bob Shiller, and Jeremy Siegel. We learn about the personal and
intellectual journeys of these luminaries-which include six Nobel
Laureates and a trailblazer in mutual funds-and their most
innovative contributions. In the process, we come to understand how
the science of modern investing came to be. Each of these finance
greats discusses their idea of a perfect portfolio, offering
invaluable insights to today's investors. Inspiring such monikers
as the Bond Guru, Wall Street's Wisest Man, and the Wizard of
Wharton, these pioneers of investment management provide candid
perspectives, both expected and surprising, on a vast array of
investment topics-effective diversification, passive versus active
investment, security selection and market timing, foreign versus
domestic investments, derivative securities, nontraditional assets,
irrational investing, and so much more. While the perfect portfolio
is ultimately a moving target based on individual age and stage in
life, market conditions, and short- and long-term goals, the
fundamental principles for success remain constant. Aimed at novice
and professional investors alike, In Pursuit of the Perfect
Portfolio is a compendium of financial wisdom that no market
enthusiast will want to be without.
Robo-Advisory is a field that has gained momentum over recent
years, propelled by the increasing digitalization and automation of
global financial markets. More and more money has been flowing into
automated advisory, raising essential questions regarding the
foundations, mechanics, and performance of such solutions. However,
a comprehensive summary taking stock of this new solution at the
intersection of finance and technology with consideration for both
aspects of theory and implementation has so far been wanting. This
book offers such a summary, providing unique insights into the
state of Robo-Advisory. Drawing on a pool of expert authors from
within the field, this edited collection aims at being the vital
go-to resource for academics, students, policy-makers, and
practitioners alike wishing to engage with the topic. Split into
four parts, the book begins with a survey of academic literature
and its key insights paired with an analysis of market developments
in Robo-Advisory thus far. The second part tackles specific
questions of implementation, which are complemented by practical
case studies in Part III. Finally, the fourth part looks ahead to
the future, addressing questions of key importance such as
artificial intelligence, big data, and social networks. Thereby,
this timely book conveys both a comprehensive grasp of the
status-quo as well as a guiding outlook onto future trends and
developments within the field.
This book discusses various aspects of blockchains in economic
systems and investment strategies in crypto markets. It first
addresses the topic from a conceptual and theoretical point of
view, and then analyzes it from an assessment and investment angle.
Further, it examines the opportunities and limitations of the
taxation of crypto currency, as well as the political implications,
such as regulation of speculation with crypto currencies. The book
is intended for academicians and students in the fields of
economics and finance.
This book analyses different strategies and their results in
implementing financial regulation in terms of rule-making, public
enforcement and private enforcement. The analysis is based on a
comparative study of conduct of business regulation on mis-selling
of financial instruments in the UK and South Korea. It extends into
liquidity regulation in the banking sector and credit rating agency
regulation. The book concludes that in rule-making, purposive rules
are more effective for achieving regulatory goals with minimal
undesirable results, but a rule-making system with purposive rules
can only work on a foundation of trust among rule-makers, enforcers
and the regulates, that with respect to public enforcement, the
enforcement strategies should combine the compliance-oriented and
deterrence-oriented approaches and be continuously adjusted based
on close monitoring of the regulatory outcomes and that in private
enforcement, regulation should be instituted as the minimum
requirement in private law.
The emergence of a stock market in China only occurred a decade ago
and it remains something of an unknown quantity to many observers
and traders outside of the country. This book provides an extensive
historical and empirical analysis of the Chinese stock-market, the
development of which is an integral part of the process of economic
modernization that began in China in the late 1970s. The authors
address a variety of critical topics to assess the efficiency,
predictability and profitability of the Chinese stock-market. They
carefully examine the evolution and performance of the market over
the past ten years and measure its level of efficiency using an
array of empirical studies. The results reveal that not only is the
stock market far from efficient but that it has also failed to
properly integrate with other regional markets. Thus, the authors
propose further reforms which they argue are necessary for the
stock market to realize its full potential contribution to the
operation of China's financial markets and to its continuing
economic development. The stock market in China will undoubtedly
grow in importance and international influence during the next ten
years. As such, this valuable new book will be required reading for
economic researchers, business economists and market analysts, as
well as academics with an interest in Chinese business and Asian
finance.
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