McGraw-Hill, 2009. – 320 p. – ISBN: 0071628207, 9780071628204
A proven model for achieving high returns on taxable investments
Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversified portfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.
History of Stocks and Bonds After Tax
Why Wall Street Failed to Deliver Investment Advice Targeting the Taxable Investor
What Can Be Learned from the Investing Habits of Institutional Investors, Such as Endowments and nsion Plans?
How are Wealthy Investors Investing Today and What Are They Missing?
Portfolio Turnover and the Process of Managing Portfolios in Light of Taxes
Do Taxes Treat All Asset Classes Equally?
A Word About Risk: Standard Deviation and Michael Jackson
Behavioral Finance and the Wealthy Investor
Forward-looking Habits for Monitoring and Adjusting Portfolio Mixes
Investing as a Business Owner
What Fuels the Investment Engine of a Portfolio?
Portfolio for the Long Run: Taxes, Fees, Spending, Inflation