Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios By Niall Gannon

Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios By Niall Gannon
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Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios

By Niall Gannon



Date: December 18, 2009

Overview

Main description

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.



Table of contents

1. History of Stocks and Bonds After Tax

2. Why Wall Street Failed to Deliver Investment Advice Targeting the Taxable Investor

3. What Can Be Learned from the Investing Habits of Institutional Investors, Such as Endowments and Pension Plans?

4. How are Wealthy Investors Investing Today and What Are They Missing?

5. Portfolio Turnover and the Process of Managing Portfolios in Light of Taxes

6. Do Taxes Treat All Asset Classes Equally?

7. A Word About Risk: Standard Deviation and Michael Jackson

8. Behavioral Finance and the Wealthy Investor

9. Forward-looking Habits for Monitoring and Adjusting Portfolio Mixes

10. Investing as a Business Owner

11. What Fuels the Investment Engine of a Portfolio?

12. Portfolio for the Long Run: Taxes, Fees, Spending, Inflation

Author comments

Niall J. Gannon is the lead member of the Gannon Group at Smith Barney and was named "portfolio manager of the year" by the Portfolio Management Institute and he is an active member of the Institute for Private Investors.