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Norbert M. Mindel & Sarah E. Sleight 
Wealth Management in the New Economy 
Investor Strategies for Growing, Protecting and Transferring Wealth

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A practical guide to managing wealth in modern times

Wealth Management in the New Economy addresses a wide array of
wealth management topics and established financial theories. Author
Norbert Mindel has successfully advised his clients for more than
three decades in the business. Now, with this new book, he shares
the wisdom he has acquired and offers valuable insights into
successful wealth management in an economy that has changed
dramatically over the past year. Along the way, Mindel explores the
essential aspects of this discipline, including the keys to wealth
creation, properly managing risk, asset protection, planning for a
prosperous retirement, and many other issues that you need to
understand in order to survive and flourish in today’s economy.
While market forces are far too complex to be fully predicted or
exploited, it is 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.

* Reveals how you can reduce market risk by using proven theories
of portfolio management

* Written by accomplished financial advisor, attorney, and CPA
Norbert Mindel

* Lays out strategies wealth managers and investors both can use
to protect and grow wealth in the new economy

For practical financial guidance you can count on, look no
further than Wealth Management in the New Economy.
€28.99
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Table of Content

Preface vii

Acknowledgments xiii

Introduction 1

Part I Evolution of a Wealth Manager: My History, World, Experience, Clients, and Company 11

Chapter 1 Starting Out 13

Chapter 2 A Decade of Active Management 31

Chapter 3 Working with Individual Investors 53

Part II Investments and Managing Risk 75

Chapter 4 The Futility of Active Management 77

Chapter 5 The Academic Background 91

Chapter 6 Implementing the Strategy 125

Part III Managing Your Retirement 163

Chapter 7 Planning for Your Retirement and Creating Income for Life 165

Chapter 8 Using Annuities as an Income Tool 171

Chapter 9 Using IRAs and Company Retirement Plans 191

Part IV Wealth Protection: Facing a World of Risk 213

Chapter 10 Best Uses for Life Insurance 215

Chapter 11 The Importance of Long-Term-Care Insurance 241

Part V Transferring Wealth and the Next Generation 251

Chapter 12 Transferring Wealth with Estate Planning 253

Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses 281

Epilogue 293

Notes 295

About the Authors 303

Index 307

About the author

NORBERT (NORM) MINDEL has been an attorney, asset manager and adviser to individuals and businesses for over twenty-five years. He is the co-founder of Forum Financial Management, LLC, and Terra Securities, which was later sold to GE and then became Genworth Financial through an IPO. Mindel is a noted national speaker on many topics, including wealth and asset management for individuals and practice management for financial advisers. His many speaking engagements have included being a frequent guest of CNBC’s Power Lunch and CNNfn’s Your Money. He has been quoted in the Chicago Tribune, Los Angeles Times, Smart Money, the New York Times, and Crain’s Chicago Business, as well as many other industry publications.

SARAH E. SLEIGHT is a financial writer who has spent her career working in the financial services industry in a wide variety of positions, including marketing, product management, and institutional sales on a bank trading floor. She is coauthor of Reinventing the Retail Bank, ghostwrote a book on a specialized securities strategy, and edited a number of financial books for Probus Publishing. Sleight has written articles for numerous publications in the financial services world.
Language English ● Format PDF ● Pages 336 ● ISBN 9780470590065 ● File size 2.5 MB ● Publisher John Wiley & Sons ● Published 2010 ● Edition 1 ● Downloadable 24 months ● Currency EUR ● ID 2320402 ● Copy protection Adobe DRM
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