Tailored Wealth Management: Exploring the Cause and Effect of Financial Success

Tailored Wealth Management: Exploring the Cause and Effect of Financial Success

by Niall J. Gannon

Hardcover(1st ed. 2019)

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Product Details

ISBN-13: 9783319997797
Publisher: Springer International Publishing
Publication date: 01/07/2019
Edition description: 1st ed. 2019
Pages: 191
Product dimensions: 6.10(w) x 9.25(h) x (d)

About the Author

Niall is a Private Wealth Advisor to ultra-high-net-worth investors and lead member of the Gannon Group. He has been recognized as one of the nation’s top 100 Financial Advisors by Barron’s and Registered Rep. He is author of Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios (McGraw-Hill, 2009). In 2018 he published The Efficient Valuation Hypothesis in Seeking Alpha.

Niall has appeared on CNBC & National Public Radio and been quoted in the New York Times, Wall Street Journal, and Barron’s. His research has been featured or quoted in ten books and academic articles by other authors. Niall has addressed the CFA Institute, Institute for Private Investors, Portfolio Management Institute, Family Office Exchange and Tiger 21.

Niall is affiliated through various roles with the Institute for Private Investors, CFA® Institute Committee for Investment Policy, The Papal Foundation, Roman Catholic Foundation and Cor Jesu Academy. He co-founded the Rev. James Kisero Children’s clinic in the village of Bolo, Kenya. He is a past board member of Junior Achievement, Connections to Success, St. Louis Variety, St. Louis Irish Arts and the Annual Catholic Appeal.

Niall received the Silver Congressional Award, President’s Volunteer Service Award, alumnus of the year at The Citadel School of Business, PMI Portfolio Manager of the Year Award, and is a member of The Order of St. Louis the King. He is a graduate of The Citadel and served in the US Army Reserve as an M1-Abrams tank platoon commander.

Table of Contents

Part 1: The Landscape of Wealth around the World

Chapter 1: Introduction

Chapter 2: Average Americans: Stories of “Ordinary” Success

Chapter 3: Wealth: How Much Do You Need; How Much Is Enough

Chapter 4: The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400

Chapter 5: The Six Robbers of Wealth and How to Avoid Them

Chapter 6: The Wealth Lifecycle: From Building It to Passing It On

Part 2: Technical Aspects of Tailored Wealth Management

Chapter 7: The Efficient Valuation Hypothesis: The Long View

Chapter 8: Asset Allocation: Choices and Challenges

Chapter 9: Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns

Chapter 10: Taxation at the Top: Its Long-Term Effect on Assets

Chapter 11: Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns

Chapter 12: Building Your Investment Team

Chapter 13: Educational Resources for Investors

Part 3: Successful Spending, Philanthropy, Gifting and Estate Planning

Chapter 14: Spending: How Much Is Too Much?

Chapter 15: Philanthropy: What You Need to Know to Donate Wisely

Chapter 16: Gifting and Estate Planning: Determining the Right Time to Transfer Wealth

Chapter 17: Epilogue

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