Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth

Wealth Management in the New Economy addresses a wide array of important issues in this dynamic field. Author Norbert Mindel—an accomplished financial adviser, attorney, and CPA—has successfully guided his clients for more than three decades in the business. Now, with this new book, he shares his story and the wisdom he has acquired, and offers valuable insights into managing wealth in an economy that has changed dramatically over the past few years.

Along the way, Mindel explores the essential aspectsof this discipline, including the keys to creating and managing wealth, the importance of accepting and managing risk, planning for a long and prosperous retirement, understanding the role of insurance, and much more. His own story, along with the stories of his clients, bring this book to life and make it both interesting and compelling reading.

While market forces are far too complex to be fully predicted or exploited, it’s still possible to protect and grow your—or your client’s—wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Divided into five comprehensive parts, this practical guide:

• Outlines a proven investment philosophy that both wealth managers and investors can use to protect and grow wealth in the new economy
• Reveals the most efficient way to turn wealth into a stream of income to last the rest of your life—no matter when you retire or how long you live
• Offers ample examples of the myths, errors, illusions, and delusions that can trip up investors, advisers, and money managers
• Addresses how to organize an entire estate so that you can enjoy your assets during life, but pass them on as you wish after death
• And much more

For practical financial guidance you can count on, look no further than Wealth Management in the New Economy. With it, you’ll discover how to manage and protect your money for the rest of your life.

Wealth Management in the New Economy addresses a wide array of important issues in this dynamic field. Author Norbert Mindel an accomplished financial adviser, attorney, and CPA has successfully guided his clients for more than three decades in the business. Now, with this new book, he shares his story and the wisdom he has acquired, and offers valuable insights into managing wealth in an economy that has changed dramatically over the past few years.

Along the way, Mindel explores the essential aspectsof this discipline, including the keys to creating and managing wealth, the importance of accepting and managing risk, planning for a long and prosperous retirement, understanding the role of insurance, and much more. His own story, along with the stories of his clients, bring this book to life and make it both interesting and compelling reading.

While market forces are far too complex to be fully predicted or exploited, it’s still possible to protect and grow your or your client’s wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Divided into five comprehensive parts, this practical guide:

• Outlines a proven investment philosophy that both wealth managers and investors can use to protect and grow wealth in the new economy
• Reveals the most efficient way to turn wealth into a stream of income to last the rest of your life no matter when you retire or how long you live
• Offers ample examples of the myths, errors, illusions, and delusions that can trip up investors, advisers, and money managers
• Addresses how to organize an entire estate so that you can enjoy your assets during life, but pass them on as you wish after death
• And much more

For practical financial guidance you can count on, look no further than Wealth Management in the New Economy. With it, you’ll discover how to manage and protect your money for the rest of your life.