Ebook Retirement portfolios workbook: Theory, construction, and management – Part 2

Part 2 of ebook "Retirement portfolios workbook: Theory, construction, and management" provides readers with contents including: solutions of the importance of lifestyle flooring; flooring with capital markets products; building retirement income portfolios; creating allocations for constructing practical portfolios by age and lifestyle needs; rebalancing retirement income portfolios; active risk management for retirement income portfolios; the transition phase; putting together the proposal; market segmentation; products and example portfolios; preparing your client for a retirement income portfolio;...