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Financial planning review.
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ISSN: 25738615 25738607 Year: 2018 Publisher: Hoboken, NJ : John Wiley and Sons Inc.,


Book
Annual Report on Financing Old Age Care in China (2017)
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ISBN: 981130968X 9811309671 Year: 2018 Publisher: Singapore : Springer Singapore : Imprint: Springer,

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This book provides comprehensive analysis and descriptions of China’s ageing finance system .China is undergoing the larges, fastest and longest process of population ageing in the world. It becomes a pressing challenge to Chinese social security system in this era. Many developed countries have been going through this process. Pension and other financial tools have been studied and practiced for decades. China now is developing its own ageing finance systems by learning from other countries’ experiences and making innovations to suit the country’s request. Finance, a field that deals with the study of investments and the science of money management, is the most important tool to manage this situation. And hence Ageing finance has been developed into an independent area for research and practice. It helps the country adapt to new elderly support systems which is the necessary result from China’s admirable economic development and changes in population structure. Ageing finance is the sum of financial activities centered on various social need of providing for the aged and serving for their society. It includes pension finance,old age wealth management service and finance of ageing industry. Chinese government and people are facing a very unique situation as our population structure is deeply changed by the One Child Policy since last 70s. The slope of ageing curve is sharper than most countries yet it has achieved the most successful economic development in the world during the same period. As China is developing old aged social security system, academic researchers, financial practitioners and policy makers world-wide are most interested in this process and look forward to new theories, innovations and lessons raised from it.


Book
The Family Office : A Practical Guide to Strategically and Operationally Managing Family Wealth
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ISBN: 3319990853 3319990845 Year: 2018 Publisher: Cham : Springer International Publishing : Imprint: Palgrave Macmillan,

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The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination. The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.


Book
The cat & the banker : how to get started with investing : an illustrated story
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ISBN: 9814794554 9814794449 9789814794558 9789814794442 Year: 2018 Publisher: Singapore : Marshall Cavendish Business,

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Why should learning about finance and investing be dull and confusing? The Cat & the Banker is a fun and unconventional illustrated book about investing for people who don't know where to start. Truth be told, this really is most people. This accessible, creative guide is ideal for anyone put off by stuffy investment manuals. The Cat & the Banker addresses these problems: * Books about personal finance tend to be dry and boring. The Cat & the Banker distills powerful ideas through a candid and fun conversation between a cat and his banker. The underlying story puts the notions in context and h.


Book
Young money : 4 proven actions to design your wealth while you still can
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ISBN: 1523092181 1523092165 9781523092185 9781523092178 1523092173 9781523092161 Year: 2018 Publisher: Oakland, CA : Berrett-Koehler Publishers,

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Young Money 4 Proven Actions to Design Your Wealth While You Still Can Being young is the ultimate advantage when it comes to building wealth. It may not seem like it when you look at your student loan debt or when the rent comes due, but you have a huge amount of a priceless resource: time. You just need to know what to do with it. Rising-star financial advisor Dasarte Yarnway offers a simple four-step mastery approach anyone can follow to become a Master Wealth Builder. It's a system he himself lives by. You start by mastering the right mindset, says Yarnway. You need to always remember that you're in it for the long haul—wealth building is a marathon, not a sprint—and keep your eyes and your actions firmly fixed on your wealth-building goals. Then you have to create and master your plan. Yarnway provides advice on avoiding four critical financial pitfalls and a worksheet so you can assess exactly where you are financially, where you want to go, and how you're going to get there. Once you have a plan, you have to start working that plan by mastering income—Yarnway looks at the three best ways to do that. With income handled, you have to master expenses. Yarnway offers seven simple ways you can control your outflows and discusses how you can minimize your tax burden while still handling your civic duties. If you start wealth building now instead of ten or twenty years from now, you can experiment, learn from mistakes, bounce back from setbacks, and steadily and consistently build up your legacy. As Yarnway quotes Warren Buffet, “Someone is sitting in the shade today because someone planted a tree long ago.” The sooner you plant, the more shade you'll have.


Book
Financial Literacy and Money Script : A Caribbean Perspective
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ISBN: 3319770756 3319770748 Year: 2018 Publisher: Cham : Springer International Publishing : Imprint: Palgrave Macmillan,

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Since the financial crisis, everyone is more aware of the need to be financially literate. This book covers a wide range of topics and assures the reader that understanding of one’s money script and more particularly making changes (if necessary) would result in more effective and responsible managing and handling of one’s financial affairs. It is a misnomer that graduates of tertiary education are financially literate or are qualified to make financial decisions. In fact, they are particularly vulnerable in making poor financial decisions as many students do not undertake courses in financial education and they therefore have limited financial knowledge. Training in financial literacy through university-based financial education programs is one method of addressing personal finances and financial stress among students. This book presents the key components of financial education designed to address the growing concerns associated with high levels of debt, abuse of credit cards, home ownership, savings and investments, risk management, and retirement. The chapters on entrepreneurship and business planning provide a roadmap for successful new ventures. The book is an excellent resource for students, those interested in developing or enhancing their understanding of money matters and financial wellbeing, and trainers involved in financial education, counseling, and planning.


Book
Advances in the Practice of Public Investment Management : Portfolio Modelling, Performance Attribution and Governance
Authors: --- --- --- --- --- et al.
ISBN: 331990244X 3319902458 Year: 2018 Publisher: Cham : Springer International Publishing : Imprint: Palgrave Macmillan,

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This book covers the latest advances in the theory and practice of public investment management. It includes the most up-to-date developments in the implementation of public asset management – including multiple contributions on portfolio allocation in varying interest-rate and credit-risk environments. Other highlights include implementation, performance attribution and governance issues surrounding reserves management, portfolio construction techniques appropriate for public investors and an in-depth discussion of the challenges to achieving international diversification.


Book
Personal Finance with Python : Using pandas, Requests, and Recurrent
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ISBN: 148423801X 1484238028 Year: 2018 Publisher: Berkeley, CA : Apress : Imprint: Apress,

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Deal with data, build up financial formulas in code from scratch, and evaluate and think about money in your day-to-day life. This book is about Python and personal finance and how you can effectively mix the two together. In Personal Finance with Python you will learn Python and finance at the same time by creating a profit calculator, a currency converter, an amortization schedule, a budget, a portfolio rebalancer, and a purchase forecaster. Many of the examples use pandas, the main data manipulation tool in Python. Each chapter is hands-on, self-contained, and motivated by fun and interesting examples. Although this book assumes a minimal familiarity with programming and the Python language, if you don't have any, don't worry. Everything is built up piece-by-piece and the first chapters are conducted at a relaxed pace. You'll need Python 3.6 (or above) and all of the setup details are included. You will: • Work with data in pandas • Calculate Net Present Value and Internal Rate Return • Query a third-party API with Requests • Manage secrets • Build efficient loops • Parse English sentences with Recurrent • Work with the YAML file format • Fetch stock quotes and use Prophet to forecast the future.


Book
Price-Based Investment Strategies : How Research Discoveries Reinvented Technical Analysis
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ISBN: 3319915290 3319915304 Year: 2018 Publisher: Cham : Springer International Publishing : Imprint: Palgrave Macmillan,

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This compelling book examines the price-based revolution in investing, showing how research over recent decades has reinvented technical analysis. The authors discuss the major groups of price-based strategies, considering their theoretical motivation, individual and combined implementation, and back-tested results when applied to investment across country stock markets. Containing a comprehensive sample of performance data, taken from 24 major developed markets around the world and ranging over the last 25 years, the authors construct practical portfolios and display their performance—ensuring the book is not only academically rigorous, but practically applicable too. This is a highly useful volume that will be of relevance to researchers and students working in the field of price-based investing, as well as individual investors, fund pickers, market analysts, fund managers, pension fund consultants, hedge fund portfolio managers, endowment chief investment officers, futures traders, and family office investors.


Book
Success in a Low-Return World : Using Risk Management and Behavioral Finance to Achieve Market Outperformance
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ISBN: 3319998552 3319998544 Year: 2018 Publisher: Cham : Springer International Publishing : Imprint: Palgrave Macmillan,

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Following the Great Financial Crisis, the S&P 500 advanced more than 17 percent annualized from February 2009 through June 2018. At this pace, a buy-and-hold investor in the stock market would see their money double in 5 years and more than triple in 7 years. This performance has lulled many investors into thinking that such above-average returns will be with us into perpetuity. Unfortunately, this may not be the case. Far more likely, the return an investor may receive from the stock market will be slightly better than half the long-term average, about 5% to 7%. Most investment portfolios hold a greater allocation to stocks than any other class of investment asset. Massive amounts of wealth were created from the bull market since early 2009 providing institutions and individuals with a rising tide that lifted their portfolios above their goals without much effort. The environment of the future stands to be far less accommodating, so finding suitable investments (other than U.S. stocks) that can achieve the necessary returns (or make up the shortfall) will be a critical component of achieving goals in years to come. This book will explore those solutions.

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