Author: Lucas, Stuart E.
Publisher: Upper Saddle River, N.J. : Wharton School Pub., c2006.
ISBN: 0132366797 :
Description: xxxiii, 356, 4 p. : ill. ; 24 cm.
Subject(s): Investments.
Finance, Personal.
Portfolio management.
Notes: Includes an excerpt from: Your credit score.
Contents: Protecting and growing your wealth -- Eight principles of strategic wealth management -- Everything begins with values -- Defining your financial objectives -- The enchanted forest, the secret society and the capital kibbutz -- Picking your investment strategy -- Making your most important hire -- Taxes can be your ally! -- Promoting entrepreneurial stewardship -- Making philanthropy part of your strategic wealth program -- Putting it all together : multigenerational planning and wealth transfer.
| Library | Shelf Location | Status | Date | ||
|---|---|---|---|---|---|
| Section | Call Number and Collection | Format | |||
| HWLC 4th Floor | Adult | HG4521.L862 2006 | Hardcover | Not Checked Out | 11/20/2009 |
| HWLC 4th Floor | Adult | HG4521.L862 2006 | Hardcover | Not Checked Out | 05/11/2009 |
| HWLC 4th Floor | Adult | HG4521.L862 2006 | Hardcover | Not Checked Out | 09/04/2009 |
| West Belmont | Adult | HG4521.L862 2006 | Hardcover | Not Checked Out | 05/01/2008 |