Tailored Wealth Management: Exploring The Cause And Effect Of Financial Success by Niall J. GannonTailored Wealth Management: Exploring The Cause And Effect Of Financial Success by Niall J. Gannon

Tailored Wealth Management: Exploring The Cause And Effect Of Financial Success

byNiall J. Gannon

Hardcover | January 27, 2019

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The meaning of wealth has become one of the least understood concepts of our time.  Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Managementmeets you where you are:  a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist.  The book educates readers with a deeper understanding of their place on the national and global scales of wealth.  It proves that the term "wealthy" can apply as fittingly to a gas station attendant as it does to a gas company president.  It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy.

As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind "hope" simplicity.  The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo.  Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Managementtopples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities.

This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success. 

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 byBarron'sandRegistered Rep.   He is author ofInvesting Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios(McGraw-Hill, 2009)....
Title:Tailored Wealth Management: Exploring The Cause And Effect Of Financial SuccessFormat:HardcoverDimensions:191 pages, 9.41 × 7.24 × 0.98 inPublished:January 27, 2019Publisher:Palgrave MacmillanLanguage:English

The following ISBNs are associated with this title:

ISBN - 10:3319997793

ISBN - 13:9783319997797


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