The Tools & Techniques of Investment Planning, 3rd Edition, is the one resource delivering the latest techniques that take recent tax changes into account. This new edition covers all the changes in tax law and highlights many different strategies for managing portfolios.
In addition to everything that made the prior editions so effective and popular, the latest edition includes new chapters covering:
The Investment Planning Process
Separately Managed Accounts and Unified Managed Accounts
And each chapter is filled with examples illustrating the key issues in these areas.
You also now get all the advantages of:
Current formulas, tables, exhibits, and numbers
An entire section on pooled investments
Updates to the chapter covering ETFs
A demystifying approach to handling global investments
Practical insights into the strengths and weaknesses of different investment approaches throughout
Pages: Approx. 600
Format: Printed, soft-bound
Published: November 22, 2013
Publisher: The National Underwriter Company