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Investment Planning Answer Book, (2013)

This Guide focuses on advising clients as to the available investment options at various stages of life and income level. It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, Investment Planning Answer Book will provide CPAs, financial planners, and trustees with practical information to assist clients in achieving their financial goals.

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Descriptions This Guide focuses on advising clients as to the available investment options at various stages of life and income level. It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, Investment Planning Answer Book will provide CPAs, financial planners, and trustees with practical information to assist clients in achieving their financial goals.


Details Author : Jay L Shein Pages : pages Publisher : CCH Incorporated Language : ISBN-10 : 0808034758 ISBN-13 : 9780808034759 ●


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[PDF] Download Investment Planning Answer Book, (2013) by Jay L Shein Ebook  

Download Investment Planning Answer Book, (2013) by Jay L Shein Online in PDF, Epub, Kindle | Read online Investment Planning Answer Book, (...

[PDF] Download Investment Planning Answer Book, (2013) by Jay L Shein Ebook  

Download Investment Planning Answer Book, (2013) by Jay L Shein Online in PDF, Epub, Kindle | Read online Investment Planning Answer Book, (...

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