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Investment Strategy

Estate and Retirement Planning Answer Book

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Estate and Retirement Planning Answer Book (2008) (Answer Books)

Estate and Retirement Planning Answer Book (2008 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients’ estate plans, how to choose and design the type of retirement plan that best suits the client’s needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans. Discussion includes such topics as the final m…
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A Millionaire s guide to Panic-Proof Investing in The Stock Market

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A Millionaire s guide to Panic-Proof Investing in The Stock Market
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Accountants’ Roles and Responsibilities in Estates and Trusts

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Accountants' Roles and Responsibilities in Estates and Trusts (2008)

Accountants’ Roles and Responsibilities in Estates and Trusts was initially introduced in 2006 as Fiduciary Duties and Liabilities: Tax and Trust Accountant’s Guide.This book assists accountants who serve various functions in the general area of trusts and estates, as advisors or as trustees, and in the preparation of various documents and governmental filings. Unlike many other texts on the general subject of trusts, Accountants’ Roles and Responsibilities in Estates and Trusts…
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Middle-market CFOs optimistic about 2004.

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Middle-market CFOs optimistic about 2004.(Focus: year-end wrap up: banking, finance, accounting, stocks and investing, law)(Chief financial officers): ... from: Fairfield County Business Journal

This digital document is an article from Fairfield County Business Journal, published by Westfair Communications, Inc. on December 29, 2003. The length of the article is 1104 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Digital Locker immediately after purchase. You can view it with any web browser.Citation DetailsTitle: Middle-market CFOs optimistic about 2004.(Focus: year-end wrap up: …
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Investment Performance and Practices of Community Foundations

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Investment Performance and Practices of Community Foundations

This annually updated publication provides a window into the investment performance and practices of nearly half of all community foundations with assets of $5 million or more across the United States. Charts and tables make it easy to absorb a variety of statistics, including overall asset composition, the relationship of composition to performance, and fees paid for management. Also included are articles on topics such as understanding mutual funds and demystifying their confu…
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The First book of small Stock Investing

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The First book of small Stock Investing
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Trustee Investment Strategy for Endowments and Foundations

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Trustee Investment Strategy for Endowments and Foundations (The Wiley Finance Series)

Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to …
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A Millionaires Guide to Panic-Proof Investing in the Stock Market

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A Millionaires Guide to Panic-Proof Investing in the Stock Market
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Accountants’ Roles and Responsibilities in Estates and Trusts, 2009 Edition

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Accountants' Roles and Responsibilities in Estates and Trusts, 2009 Edition

Accountants’ Roles and Responsibilities in Estates and Trusts was initially introduced in 2006 as Fiduciary Duties and Liabilities: Tax and Trust Accountant’s Guide.This book assists accountants who serve various functions in the general area of trusts and estates, as advisors or as trustees, and in the preparation of various documents and governmental filings. Unlike many other texts on the general subject of trusts, Accountants’ Roles and Responsibilities in Estates and Trusts…
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STOCK INVESTING BASICS

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STOCK INVESTING BASICS
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