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Values-based financial planning / Bill Bachrach (2000)
Títol : Values-based financial planning : the art of creating an inspiring financial strategy Tipus de document : text imprès Autors : Bill Bachrach, Autor Editorial : San Diego : Aim High Pub. Data de publicació : 2000 Nombre de pàgines : xix, 140 p. ll. : il. Dimensions : 24 cm ISBN/ISSN/DL : 978-1-88700-603-3 Nota general : Inclou índex Idioma : Anglès (eng) Matèries : Finances privades
Inversions
Valor (Economia)Classificació : 75(FIN) Financial Planning Resum : In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you.
This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Values-based financial planning : the art of creating an inspiring financial strategy [text imprès] / Bill Bachrach, Autor . - San Diego : Aim High Pub., 2000 . - xix, 140 p. : il. ; 24 cm.
ISBN : 978-1-88700-603-3
Inclou índex
Idioma : Anglès (eng)
Matèries : Finances privades
Inversions
Valor (Economia)Classificació : 75(FIN) Financial Planning Resum : In the grand scheme of things, money's not that important. It's important only to the extent that it allows you to enjoy what's important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you--your core values--this book is for you.
This informative and well-written book will help you build a financial strategy, starting with your own unique values--what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals. Values-Based Financial Planning: The Art of Creating and Inspiring Financial Strategy will help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10113395 75(FIN) Bac Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible The Wall Street Journal complete money & investing guidebook / Dave Kansas (cop. 2005)
Títol : The Wall Street Journal complete money & investing guidebook Tipus de document : text imprès Autors : Dave Kansas, Autor Editorial : New York : Three Rivers Press Data de publicació : cop. 2005 Nombre de pàgines : 221 p. ll. : il., gràf. Dimensions : 23 cm ISBN/ISSN/DL : 978-0-307-23699-9 Nota general : Inclou índex Idioma : Anglès (eng) Matèries : Finances privades
InversionsClassificació : 7 Inversions i gestió de carteres Resum : Unravel the Mysteries of the Financial Markets—the Language, the Players, and the Strategies for Success
Understanding money and investing has never been more important than it is today, as many of us are called upon to manage our own retirement planning, college savings funds, and health-care costs. Up-to-date and expertly written, The Wall Street Journal Complete Money and Investing Guidebook provides investors with a simple—but not simplistic—grounding in the world of finance.
Written in a clear, engaging style by Dave Kansas, one of America’s top business journalists and editor of The Wall Street Journal Money & Investing section, this straightforward book is full of helpful charts, graphs, and illustrations and is an essential source for novice and experienced investors alike.Vista prèvia a Google Books : http://books.google.es/books?id=iEpOw-CHlKMC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 The Wall Street Journal complete money & investing guidebook [text imprès] / Dave Kansas, Autor . - New York : Three Rivers Press, cop. 2005 . - 221 p. : il., gràf. ; 23 cm.
ISBN : 978-0-307-23699-9
Inclou índex
Idioma : Anglès (eng)
Matèries : Finances privades
InversionsClassificació : 7 Inversions i gestió de carteres Resum : Unravel the Mysteries of the Financial Markets—the Language, the Players, and the Strategies for Success
Understanding money and investing has never been more important than it is today, as many of us are called upon to manage our own retirement planning, college savings funds, and health-care costs. Up-to-date and expertly written, The Wall Street Journal Complete Money and Investing Guidebook provides investors with a simple—but not simplistic—grounding in the world of finance.
Written in a clear, engaging style by Dave Kansas, one of America’s top business journalists and editor of The Wall Street Journal Money & Investing section, this straightforward book is full of helpful charts, graphs, and illustrations and is an essential source for novice and experienced investors alike.Vista prèvia a Google Books : http://books.google.es/books?id=iEpOw-CHlKMC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10111594 7 Kan Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible Wealth is more than money / Michael Cole (2017)
Títol : Wealth is more than money : a guide to sustaining wealth and preserving the family Tipus de document : text imprès Autors : Michael Cole Editorial : Hoboken : John Wiley & Sons Data de publicació : 2017 Nombre de pàgines : 170 p. ll. : il., gràf. Dimensions : 24 cm ISBN/ISSN/DL : 978-1-11-926470-5 Nota general : Inclo índex Idioma : Anglès (eng) Matèries : Inversions Classificació : 7 Inversions i gestió de carteres Resum : A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you ll improve your ability to preserve your family s resources over multiple generations. With an expert s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. * Develop a shared family vision and mission * Improve communication and trust among members * Merge strategic and tactical planning * Ensure the longevity of your family s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 Wealth is more than money : a guide to sustaining wealth and preserving the family [text imprès] / Michael Cole . - Hoboken : John Wiley & Sons, 2017 . - 170 p. : il., gràf. ; 24 cm.
ISBN : 978-1-11-926470-5
Inclo índex
Idioma : Anglès (eng)
Matèries : Inversions Classificació : 7 Inversions i gestió de carteres Resum : A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you ll improve your ability to preserve your family s resources over multiple generations. With an expert s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. * Develop a shared family vision and mission * Improve communication and trust among members * Merge strategic and tactical planning * Ensure the longevity of your family s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10115539 7 COL Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible What's behind the numbers? / John Del Vecchio (cop. 2013)
Títol : What's behind the numbers? : a guide to exposing financial chicanery and avoiding huge losses in your portfolio Tipus de document : text imprès Autors : John Del Vecchio, Autor ; Tom Jacobs (1956-), Autor Editorial : New York : McGraw-Hill Data de publicació : cop. 2013 Nombre de pàgines : 278 p. ll. : il. Dimensions : 24 cm ISBN/ISSN/DL : 978-0-07-179198-4 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Accions (Borsa) -- Preus
Gestió de cartera
Inversions
Valors -- PreusClassificació : 7 Inversions i gestió de carteres Resum : Companies are under more pressure than ever to “beat by a penny,” but you don’t need to be a forensic accountant to uncover where the spin ends and the truth begins. With the help of a powerhouse team of authors, you can avoid losing a chunk of your portfolio when the next overhyped growth stock fails by knowing What’s Behind the Numbers?
Investing experts John Del Vecchio and Tom Jacobs mix a potent combination of earnings quality analysis, long-side investing, and short-side portfolio risk management to help you create a long-short portfolio with less volatility and greater returns, while avoiding landmine stocks that will blow a hole in your financial security.
First, the authors explain the practical side of financial analysis. They demystify widely held assumptions about stock performance, expected returns, earnings quality, and short sellers. Then they comb the financial statements to find the places where companies hide poor earnings quality. Finally, they provide the value and special situations investing to pair with the short-side thinking and offer a tactical manual for applying what you’ve learned in the technical, day-to-day world of portfolio management.
Armed with this wealth-saving guide, you can confidently trade based on clear data—not the aggressive accounting tactics companies use to make their numbers look better than they are. Better still, it helps you start protecting yourself right away with:
- Rules for finding companies playing with—rather than by—the numbers
- Repeatable methods for uncovering what companies don’t tell you about their numbers
- Multistep approach to deciding when to sell a stock and when to short sell it
- Reliable formulas for determining when a stock will get hitPermalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 What's behind the numbers? : a guide to exposing financial chicanery and avoiding huge losses in your portfolio [text imprès] / John Del Vecchio, Autor ; Tom Jacobs (1956-), Autor . - New York : McGraw-Hill, cop. 2013 . - 278 p. : il. ; 24 cm.
ISBN : 978-0-07-179198-4
Inclou índex i bibliografia
Idioma : Anglès (eng)
Matèries : Accions (Borsa) -- Preus
Gestió de cartera
Inversions
Valors -- PreusClassificació : 7 Inversions i gestió de carteres Resum : Companies are under more pressure than ever to “beat by a penny,” but you don’t need to be a forensic accountant to uncover where the spin ends and the truth begins. With the help of a powerhouse team of authors, you can avoid losing a chunk of your portfolio when the next overhyped growth stock fails by knowing What’s Behind the Numbers?
Investing experts John Del Vecchio and Tom Jacobs mix a potent combination of earnings quality analysis, long-side investing, and short-side portfolio risk management to help you create a long-short portfolio with less volatility and greater returns, while avoiding landmine stocks that will blow a hole in your financial security.
First, the authors explain the practical side of financial analysis. They demystify widely held assumptions about stock performance, expected returns, earnings quality, and short sellers. Then they comb the financial statements to find the places where companies hide poor earnings quality. Finally, they provide the value and special situations investing to pair with the short-side thinking and offer a tactical manual for applying what you’ve learned in the technical, day-to-day world of portfolio management.
Armed with this wealth-saving guide, you can confidently trade based on clear data—not the aggressive accounting tactics companies use to make their numbers look better than they are. Better still, it helps you start protecting yourself right away with:
- Rules for finding companies playing with—rather than by—the numbers
- Repeatable methods for uncovering what companies don’t tell you about their numbers
- Multistep approach to deciding when to sell a stock and when to short sell it
- Reliable formulas for determining when a stock will get hitPermalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10113272 7 Del Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible The winning Investment habits of Warren Buffet and George Soros / Tier, Mark (2008)
Títol : The winning Investment habits of Warren Buffet and George Soros : What you can learn from the World's richest investors Tipus de document : text imprès Autors : Tier, Mark, Autor Editorial : London : Kogan Page Data de publicació : 2008 Nombre de pàgines : 264 p. ll. : il. ISBN/ISSN/DL : 978-0-7494-5225-4 Idioma : Anglès (eng) Matèries : Borsa de valors
InversionsClassificació : 032.2 Inversions Resum : Warren Buffett and George Soros both started with nothing - and made billion dollar fortunes solely by investing. But their careers seem as opposite as night and day. Buffett buys bargain-priced stocks and businesses for cash. Soros is renowned for his highly-leveraged, quick- footed bets in the currency markets. So what do they have in common? As Mark Tier demonstrates in this ground-breaking book, they both practise exactly the same mental habits and strategies. The same attitudes as all the other successful investors and traders Tier has studied and worked with - without exception. All of which flies in the face of academic theories and Wall Street rhetoric. And what's more, every one of these habits is something that any investor can adopt and make more money than they ever thought possible. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 The winning Investment habits of Warren Buffet and George Soros : What you can learn from the World's richest investors [text imprès] / Tier, Mark, Autor . - London : Kogan Page, 2008 . - 264 p. : il.
ISBN : 978-0-7494-5225-4
Idioma : Anglès (eng)
Matèries : Borsa de valors
InversionsClassificació : 032.2 Inversions Resum : Warren Buffett and George Soros both started with nothing - and made billion dollar fortunes solely by investing. But their careers seem as opposite as night and day. Buffett buys bargain-priced stocks and businesses for cash. Soros is renowned for his highly-leveraged, quick- footed bets in the currency markets. So what do they have in common? As Mark Tier demonstrates in this ground-breaking book, they both practise exactly the same mental habits and strategies. The same attitudes as all the other successful investors and traders Tier has studied and worked with - without exception. All of which flies in the face of academic theories and Wall Street rhetoric. And what's more, every one of these habits is something that any investor can adopt and make more money than they ever thought possible. Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=3 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10112482 032.2 TIE Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible
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