Book description
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.
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
ChicagoTribune, Los Angeles Times, SmartMoney, 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.
