Building a Bridge into the Future

Wealth Planning Scenarios for Everyone

Sarah Swammy, Montague Henry (Autoren)

Buch | Hardcover

2025 | 1st ed. 2025
Springer International Publishing (Verlag)
978-3-030-56016-4 (ISBN)

Infos

This book provides a framework to help make individual wealth management accessible to all people, especially those without access to professional financial planning resources. Taking into consideration generational differences in investment priorities and alternative investments, recent shifts in technology and their consequences, as well as unique characteristics of the contemporary workforce, this book delineates the concepts, terminology, and techniques essential to wealth management, and provides a framework for readers to develop a robust and adaptable financial plan of their own. Specifically, the book considers companies that align themselves with sustainability, the environment, and creating a social consciousness footprint, helping readers understand what they need to know to develop a wealth planning strategy that meets their unique needs. It also examines the intersection between modern technology and the economy by considering new financial technologies, such as cryptocurrencies. Lastly, it provides insight on planning for long-term care, which is a major issue facing families as they care for aging family members.

Autor

Sarah Swammy is a Senior Vice President and Chief Operating Officer for Wholesale Regulatory Control at Wells Fargo. She joined Wells Fargo in July 2019 from State Street Global Markets, where she was a senior managing director and chief operating officer for both State Street Global Markets, LLC, and the parent company, State Street Bank and Trust. She has 20 years of experience in organizational transformation, regulation and governance, sales and trading, human resources, and information risk management across multiple products and businesses in global capital markets. She has held leadership positions at BNY Mellon and compliance positions at Deutsche Bank Securities, Inc., CSFB, and Barclays Capital, Inc. She currently serves on the New York Institute of Technology Business Advisory Board. Sarah is the executive editor and contributing author of The Capital Markets: Evolution of the Financial Ecosystem, author of Governance Compliance and Supervision of the Capital Markets and author of Crypto Uncovered: The Evolution of Bitcoin and the Crypto Currency Marketplace. She is an adjunct instructor at New York University's School of Professional Services, USA.

Inhalt

Introduction.- Chapter 1. What is Wealth Management?.- Chapter 2. Constructing Your Financial Plan.- Chapter 3. A Review of Traditional Wealth Management Products.- Chapter 4. Retirement Plans.- Chapter 5. Multigenerational Planning.- Chapter 6. Special Purpose Accounts.- Chapter 7. Special Needs Accounts.- Chapter 8. An Introduction to Insurance.- Chapter 9. Alternative Investments Part I: Hard Assets and Alternative Investments.- Chapter 10. Alternative Investments Part II: Precious Metals and Cryptocurrency.

Produkt-Details

• Erscheint lt. Verlag: 13.8.2025
• Zusatzinfo: Approx. 160 p. 13 illus., 3 illus. in color.
• Verlagsort: Cham
• Sprache: englisch
• Maße: 155 x 235 mm
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Themenwelt: Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft
• Schlagworte: Alternative Investments • Budgeting • Financial Planning • Investment • Investment Strategy • Money Management • retirement plans • Wealth Management
• ISBN-10: 3-030-56016-3 / 3030560163
• ISBN-13: 978-3-030-56016-4 / 9783030560164
• Zustand: Neuware