Finance Investment / Trading

Investing Strategies for the High Net-Worth Investor Maximize Returns on Taxable Portfolios

By Niall Gannon
McGraw Hill December 2009

Specifications

ISBN-13
9780071628204
Publisher
McGraw Hill
Publication
December 2009
Format
Hardback , 320 pages
Jurisdiction
International ? Countri(es) for reference only

Details

Key Features

 

Niall Gannon has been named one of the nation's top 100 Financial Advisors by five leading industry journals and investor publications. This book duplicates the author's highly acclaimed approach to wealth management that has been praised by John Bogle, Richard Marston, Charlotte Beyer, and the CFA Institute.

Table of Contents

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

 

About the Author

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.

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