Discover sound investment strategies for clients with a current understanding of the How's and Why s. Written in every-day language and presented in topic-specific sections the title eliminates complicated instructions from multiple resources! The Tools &amp; Techniques format facilitates cross-reference review and, thus, provides a better understanding of the title s practical and theoretical concepts. You will access succinct solutions to one of the most challenging planning areas including a detailed two-chapter discussion of the time value of money concepts and applications. The authors deliver practical insight into relationships that exist among present value, future value, and interest rate calculations. As a financial planner utilizing this title, you are assured analysis synchronized with client-based objectives. Draws together the important topical concepts and investment instruments of: Fundamental &amp; technical analysis Commodity &amp; single-stock futures Corporate &amp; municipal bonds Government &amp; asset-based securities Exchange-traded &amp; mutual funds Direct &amp; indirect real estate holdings Hedging &amp; option strategies Investment risk Modern portfolio theory Performance measurement Asset pricing models Portfolio construction Formula Investing Equity holdings in stocks Newly Revised 2nd Edition of Tools &amp; Techniques of Investment Planning includes relevant topics such as controlling volatility, behavioral finance, free cash flow to the firm, forex markets, dividend yield approach, strategic asset allocation, tactical asset allocation and so much more. Tools &amp; Techniques of Investment Planning will be invaluable at increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations. Chapters to feature: the top 12 Portfolio Management and Measurement Asset Allocation and Portfolio Construction Hedging and Option Strategies Exchange-Traded Funds (ETFs) REITs (Real Estate Investment Trusts) Financial Futures Mutual Funds Measuring Yield Convertible Securities Asset Pricing Models Asset-Backed Securities Common Stocks Delivers value at any knowledge level introductory, overview &amp; review! Testimonials In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others. Stephan R. Leimberg, Lead Author of Tools &amp; Techniques

Tools & Techniques of Investment Planning (Tools & Techniques)

Business & Money

Thomas R. Robinson

Stephan R. Leimberg

Jr. Doyle

Robert T. LeClair

Robert, J.

Insurance

National Underwriter Company

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools &amp; Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes. Ideal for: Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and Students, Law Offices, CPA firms, Insurance Agents, Para-professionals

Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)

Michael S. Jackson

Martin. J. Satinsky

Investing

Personal Finance

See the best price to sell, buy, or rent books by Jr. Doyle. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Jr. Doyle