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Investing in the Age of Sovereign Defaults. How to Preserve your Wealth in the Coming Crisis
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Acclaimed investment experts Peter Treadway and Michael Wong explain how to protect your investments—and even profit—from the coming sovereign default crises A major sovereign default crisis is looming for the so-called developed economies of the wor…
Acclaimed investment experts Peter Treadway and Michael Wong explain how to protect your investments—and even profit—from the coming sovereign default crises A major sovereign default crisis is looming for the so-called developed economies of the wor…
Canadian Securities Exam Fast-Track Study Guide
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Whether your career aspirations lie in banking, financial planning, the mutual fund industry or a brokerage, you can't avoid taking the Canadian Securities Exam. But there's a lot of material to know for the day of the examination, and it can be a da…
Whether your career aspirations lie in banking, financial planning, the mutual fund industry or a brokerage, you can't avoid taking the Canadian Securities Exam. But there's a lot of material to know for the day of the examination, and it can be a da…
Property & Taxation. A Practical Guide to Saving Tax on Your Property Investments
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There are numerous tax rules and regulations associated with real estate that you need to comply with and, if you get it wrong, the Tax Office could impose stiff penalties. Fortunately, help is at hand. In plain English, Property & Taxation explains …
There are numerous tax rules and regulations associated with real estate that you need to comply with and, if you get it wrong, the Tax Office could impose stiff penalties. Fortunately, help is at hand. In plain English, Property & Taxation explains …
Strategic Fixed Income Investing. An Insider's Perspective on Bond Markets, Analysis, and Portfolio Management
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Build a fixed income portfolio that will weather volatility and instability Designing a fixed income portfolio is an essential skill of any investment manager or advisor. This book outlines the critical components to successfully navigate through sta…
Build a fixed income portfolio that will weather volatility and instability Designing a fixed income portfolio is an essential skill of any investment manager or advisor. This book outlines the critical components to successfully navigate through sta…
Managing Foundations and Charitable Trusts. Essential Knowledge, Tools, and Techniques for Donors and Advisors
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The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, lim…
The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, lim…
The Upside of Aging. How Long Life Is Changing the World of Health, Work, Innovation, Policy and Purpose
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The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy and Purpose explores a titanic shift that will alter every aspect of human existence, from the jobs we hold to the products we buy to the medical care we rec…
The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy and Purpose explores a titanic shift that will alter every aspect of human existence, from the jobs we hold to the products we buy to the medical care we rec…
Investing in Resources. How to Profit from the Outsized Potential and Avoid the Risks
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How to analyze and understand investment opportunities in the resources market Investing in resource markets is quite different from other sectors–extreme cyclicality; very long cycles; huge corrections; continual mergers and acquisitions; and, huge …
How to analyze and understand investment opportunities in the resources market Investing in resource markets is quite different from other sectors–extreme cyclicality; very long cycles; huge corrections; continual mergers and acquisitions; and, huge …
Tactical Portfolios. Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives
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Take an active management approach with liquid alternatives to increase R.O.I. Take advantage of inefficiencies in the market by investing in alternative assets. Hedge fund and private equity investment diversifies your portfolio and helps shield you…
Take an active management approach with liquid alternatives to increase R.O.I. Take advantage of inefficiencies in the market by investing in alternative assets. Hedge fund and private equity investment diversifies your portfolio and helps shield you…
Handbook of Corporate Performance Management
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A corporate performance management system can transform your business – but only if it is designed and implemented in the right way. this book will provide you with the tools and approaches to help translate your strategy into action and make you awa…
A corporate performance management system can transform your business – but only if it is designed and implemented in the right way. this book will provide you with the tools and approaches to help translate your strategy into action and make you awa…
J.K. Lasser Pro Survival Skills in Financial Services. Strategies for Turbulent Times
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The financial services industry is constantly changing and you need to respond Change is a constant in the financial services industry (FSI). The question is, «What should you do to survive?» Whether you work in or sell to the industry, you'll benefi…
The financial services industry is constantly changing and you need to respond Change is a constant in the financial services industry (FSI). The question is, «What should you do to survive?» Whether you work in or sell to the industry, you'll benefi…
Tax Havens Today. The Benefits and Pitfalls of Banking and Investing Offshore
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Filled with in-depth insight and expert advice, Tax Havens Today arms you with the knowledge, strategies, and contacts needed to avoid expensive mistakes and make the most of your offshore endeavors. Divided into four comprehensive parts, this timely…
Filled with in-depth insight and expert advice, Tax Havens Today arms you with the knowledge, strategies, and contacts needed to avoid expensive mistakes and make the most of your offshore endeavors. Divided into four comprehensive parts, this timely…
Practice Made Perfect. The Discipline of Business Management for Financial Advisers
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When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Ad…
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Ad…
You Can't Take It With You. Wills and Estate Planning for Australians
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We all face an inescapable truth: whether we like it or not, we will one day die – and we can't take anything with us when we do. Many Australians spend a great deal of their lives actively creating wealth, but pay little attention to how to distribu…
We all face an inescapable truth: whether we like it or not, we will one day die – and we can't take anything with us when we do. Many Australians spend a great deal of their lives actively creating wealth, but pay little attention to how to distribu…
A Manager's Guide to Strategic Retirement Plan Management
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"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential …
"Daniel Cassidy has written a detailed, comprehensive guide for managers to understand and succeed at the ongoing process of managing a company retirement plan. If motivating your employees is important to you as a manager, this book is an essential …
Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide
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The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essential…
The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essential…
Personal Financial Planning for Divorce
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An insider's guide on how professionals and consumers can minimize damages in the divorce process Anyone planning for a divorce needs to learn strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond their control…
An insider's guide on how professionals and consumers can minimize damages in the divorce process Anyone planning for a divorce needs to learn strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond their control…
J.K. Lasser's New Tax Law Simplified
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The Economic Growth and Tax Relief Reconciliation Act of 2001-this big tax law with the big name is going to change the way you live your financial life. Find out how in J.K. Lasser's New Tax Law Simplified: the concise, authoritative guide from the …
The Economic Growth and Tax Relief Reconciliation Act of 2001-this big tax law with the big name is going to change the way you live your financial life. Find out how in J.K. Lasser's New Tax Law Simplified: the concise, authoritative guide from the …
The Millionaire Code. 16 Paths to Wealth Building
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Praise for THE MILLIONAIRE CODE «A wonderfully worthy book, especially in an era when the wrong kind of capitalism has been in the driver's seat. The Millionaire Code is about something far more noble than money-the joy of living your life to the ful…
Praise for THE MILLIONAIRE CODE «A wonderfully worthy book, especially in an era when the wrong kind of capitalism has been in the driver's seat. The Millionaire Code is about something far more noble than money-the joy of living your life to the ful…
Advising Entrepreneurs. Dynamic Strategies for Financial Growth
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This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many en…
This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many en…
Living Trusts
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Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised fina…
Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised fina…

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