Книга: Retirement Portfolios

'Mike Zwecher?s new book expands on an important approach to building retirement portfolios that is being integrated into RIIA?s Retirement Management Analyst (RMA) curriculum. Retirement Portfolios is an important book that you can use here and now. It is required reading and an important piece of the RMA curriculum.' -Francois Gadenne, Chairman and Executive Director, Retirement Income Industry Association (RIIA) 'The approach to successfully managing assets for retirees and near retirees is a much different endeavor than the traditional approach used for wealth accumulation purposes. Mike Zwecher lays out a thoughtful and practical process that all baby boomers and their financial advisers should read.' -John Carl, President, Retirement Learning Center 'Retirement planning in the post-2008 world requires a new thinking. It requires new ways of approaching a client?s cash flow and balance sheet, new ways of assessing a client?s retirement risks, new ways of managing retirement risks, and new ways of building retirement portfolios that produce income and growth, that create a floor and upside. Michael Zwecher?s book represents all that and then some. This book not only builds on the existing body of knowledge but expands it in ways that make it a must-read for anyone who holds themselves out to be a credible retirement planner.' -Robert Powell, Editor, Retirement Weekly, a service of MarketWatch 'Mike offers the financial advisor community and their clients a thoughtful playbook to help them navigate through the retirement process with confidence. Retirement planning is not only about laddered bonds and annuities, but requires a structural foundation similar to Modern Portfolio Theory to support retirement planning and Retirement Portfolios puts us on the right path.' -Bruce E. Wolfe, CFA, Chairman, Allianz Retirement Market Committee