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An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

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"I had the privilege of working closely with Marvin and McKinsey for many years. This book makes Marvin come to life and perpetuates him as a role model." -Peter F. Drucker «A wonderful book about a wonderful man. In many ways, Marvin's McKinsey framed the hypotheses in our own search for excellence-for example, passion for values, belief in people as the prime resource, and willingness to let people experiment. As well as I thought I knew Marvin, however, this remarkable book, drawing on the collective memories of those who worked most closely with him, taught me a ton about how extraordinary the man really was and what made him that way. Many have called Drucker the man who invented management; I think history will conclude that both he and Marvin Bower share that pedestal.» -Bob Waterman, coauthor of In Search of Excellence «Marvin Bower became a legend, not just within McKinsey & Company, but within professional services and the business world more broadly. In everything he did and said, he embodied the professional approach and the importance of values. This book sheds remarkable insight on a remarkable man and on the power of constancy of purpose.» -Ian Davis, Worldwide Managing Director, McKinsey & Co. «It is as Marvin would have wanted it-simple, honest, fact-based, wonderful stories with a long-term perspective. An insightful read about the father of management consulting.» -Lois Juliber, retired COO, Colgate-Palmolive «This book provides fascinating insight into the early days of modern management consulting. It is an extremely enlightening look at the origin of one of America's most important professions and one of America's most innovative leaders.» -Thomas H. Lee, founder, Chairman, and President, Thomas H. Lee Partners L.P.

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How to diagnose and monitor key hedge fund operational risks With the various scandals taking place with hedge funds, now more than ever, both financial and operational risks must be examined. Revealing how to effectively detect and evaluate often-overlooked operational risk factors in hedge funds, such as multi-jurisdictional regulatory coordination, organizational nesting, and vaporware, Hedge Fund Operational Due Diligence includes real-world examples drawn from the author's experiences dealing with the operational risks of a global platform of over 80 hedge funds, funds of hedge funds, private equity, and real estate managers.

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Napoleon Hill's Golden Rules: The Lost Writings consists of a series of magazine articles Napoleon Hill wrote between 1919 and1923 for Success Magazine, of which he eventually become an editor. Hill's obsession with achieving material success had led him from poverty stricken Appalachian Mountains with the desire to study successful people. These articles focus on Hill's philosophy of success, drawing on the thoughts and experience of a multitude of rags-to-riches tycoons, showing readers how these successful people achieved such status. Many of his writings such as the chapter on Law of Attraction, written in the March 1919 issue, have recently basis of several bestselling books. Readers will discover principles that will assure their success if studied and put into action. Chapters include: Lesson #1: Your Social and Physical Heredity–Hills Golden Rule (May 1920) Lesson #2: Auto Suggestion–Napoleon Hill's Magazine (July 1921) Lesson #3: Suggestion (Applied Salesmanship)–Napoleon Hill's Magazine (August 1921) Lesson #4: The Law of Retaliation–Hill's Golden Rule (March 1919) Lesson #5: The Power of Your Mind (Little Odd Visits with Your Editor)–Hill's Golden Rule (October 1919) Lesson #6: How to Build Self-Confidence–Napoleon Hill's Magazine (June 1921) Lesson #7: Environment and Habit–Hill's Golden Rule (April 1919) Lesson #8: How to Remember–Hill's Golden Rule (May-June 1919) Lesson #9: How Marc Antony Used Suggestion in Winning the Roman Mob–Hill's Golden Rule (July 1919) Lesson #10: Persuasion vs. Force–Hill's Golden Rule (September 1919) Lesson #11: The Law of Compensation–Napoleon Hill's Magazine (April 1921) Lesson #12: The Golden Rule as a Pass Key to All Achievement–Napoleon Hill's Magazine (June 1921)

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How to use brands to gain and sustain competitive advantage Companies today face a dilemma in marketing. The tried-and-true formulas to create sales and market share behind brands are becoming irrelevant and losing traction with consumers. In this book, Gerzema and LeBar offer credible evidence–drawn from a detailed analysis of a decade's worth of brand and financial data using Y&R's Brand Asset Valuator (BAV), the largest database of brands in the world–that business is riding on yet another bubble that is ready to burst–a brand bubble. While most managers still see metrics like trust and awareness as the backbone of how brands are built, Gerzema asserts they're dead wrong–these metrics do not add to increased asset value. In fact, by following them, they actually hasten the declining value of their brands. Using a five-stage model, The Brand Bubble reveals how today's successful brands–and tomorrow's–have an insatiable appetite for creativity and change. These brands offer consumers a palpable sense of movement and direction thanks to a powerful «energized differentiation.» Gerzema reveals how brands with energized differentiation achieve better financial performance than traditional brands have. Plus, Gerzema helps readers develop energized differentiation in their own brands, creating consumer-centric and sustainable organizations.

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This book will show you how anyone can be persuaded to do anything. Geoff Burch has written a book that will change almost everything you ever believed about business and selling. Combining the quick wit of a stand up comedian with the serious thoughtfulness of a psychoanalyst, he explains the value and power of persuasion – a verbal martial art that, if used correctly will always give you the outcome you desire in your business dealings. Resistance is Useless will show you how to: * Change anyone's opinion on any subject. * Transform a lynch mob into your most devout supporters. * Avoid wasting thousands of pounds on customer care while your accounts department is threatening to pulp your customer's fingers with a hammer. * Understand how a perfect product demonstration can get you hurled into the street by security. * Sell tanks to Genghis khan. Readership: General Business, customer service and sales.

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A pioneer in the financial media, Dick Davis has interacted with the investing public for over forty years. With his new book, he continues this trend. The first part of The Dick Davis Dividend contains an easy-to-read, yet profound discussion of the essentials of investing—focusing on the savvy veteran’s often unconventional, core beliefs. While the second part of this engaging guide makes a compelling case for combining both passive investing via index funds and active investing via stocks and mutual funds.

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Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.

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Growth is the central focus of every business, yet many businesses continually find ways to shoot themselves in the foot. In Milkshake Moment, Steven Little shows you how to identify and overcome the stifling behaviors built into your organization and get you back on track to substantive change and real growth. Read Milkshake Moment and find out how to ditch the pointless policies and stupid rules so you can give your customers what they really want; they'll reward you for it.

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Real people, real transformations! «Absolutely amazing! It completely shifts your paradigm for life. One of the most wonderful things about it is that the results are immediate. My whole perception and relationship to money has undergone a major, substantial change.» —Chris Attwood, writer and teacher, California «I've spent most of my life trying to figure out what's true and what's real. I have to say I now have a clear glimpse into what it really is.» —Tom Hill, Colorado «Before Busting Loose from The Money Game, I was very unhappy and frustrated in my life. I was driven to find more ways to make money. I changed jobs, cities, countries, went back to school, read books. Financially, the stress was causing anxiety attacks and migraines so severe I stayed in bed. The joy I feel now is priceless. Money is there when I need it, in the amount that's needed, no matter what occurs (car repairs, unplanned trips, etc.). It's absolutely amazing!» —Suresh Thakoor, Texas «As a retired professor on a fixed and limited income, I always lived from a tight budget and felt compressed by it-especially at the end of the year. I don't use a budget anymore and have opened up new streams of income that were always closed to me in the past.» —Howard Rovics, Connecticut «It opened a whole new dimension for me and shifted my perspective on life completely. I especially love how practical it is. The application is so simple, so effective . . . and fun!» —Doris Kahle, Hagen, Germany «I'd had a lot of success in the corporate arena, made a ridiculous amount of money and lost a ridiculous amount of money. But I was caught in a cycle of making it, losing it. I needed to break that cycle-for myself and my family-and this gave me the keys to do that. Busting Loose from The Money Game opened a window I had no clue even existed. This is very cutting-edge, a revolutionary approach to unwrapping yourself from limitations. If you're not satisfied with where you are financially and you're concerned about your future, get this book!» —Ben Coleman, Texas

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