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Description of Investing Strategies for the High Net-Worth Investor

A proven model for achieving high returns on taxable investments Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.

Title Information

ISBN:

9780071628204

Pages:

320 pages

Format:

Hardback

Product Code:

438706

Publisher:

McGraw-Hill

Published:

01/01/2010

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About Niall J. Gannon

Niall J. Gannon is the lead member of the Gannon Group at Smith Barney and was named "portfolio manager of the year" by the Portfolio Management Institute and he is an active member of the Institute for Private Investors.

Contents of Investing Strategies for the High Net-Worth Investor

1. History of Stocks and Bonds After Tax 2. Why Wall Street Failed to Deliver Investment Advice Targeting the Taxable Investor 3. What Can Be Learned from the Investing Habits of Institutional Investors, Such as Endowments and Pension Plans? 4. How are Wealthy Investors Investing Today and What Are They Missing? 5. Portfolio Turnover and the Process of Managing Portfolios in Light of Taxes 6. Do Taxes Treat All Asset Classes Equally? 7. A Word About Risk: Standard Deviation and Michael Jackson 8. Behavioral Finance and the Wealthy Investor 9. Forward-looking Habits for Monitoring and Adjusting Portfolio Mixes 10. Investing as a Business Owner 11. What Fuels the Investment Engine of a Portfolio? 12. Portfolio for the Long Run: Taxes, Fees, Spending, Inflation