{"product_id":"wealth-management-experience-book-jim-hatton-9781480823631","title":"The Wealth Management Experience","description":"\u003cp\u003eCreating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.\u003c\/p\u003e \u003cp\u003eJim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: \u003c\/p\u003e \u003cul\u003e \u003cli\u003eevaluate the current state of your finances and set goals for the future;\u003c\/li\u003e \u003cli\u003edevelop a target rate of return for your investment portfolio;\u003c\/li\u003e \u003cli\u003ecreate a portfolio of mixed assets to meet your objectives and match your risk tolerance;\u003c\/li\u003e \u003cli\u003eavoid missteps that can lead to underperformance;\u003c\/li\u003e \u003cli\u003efollow a process that adheres to a fiduciary standard of care;\u003c\/li\u003e \u003cli\u003eblend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;\u003c\/li\u003e \u003cli\u003eensure all your advisers are working as a team on your behalf.\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eJim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity.\u003c\/p\u003e \u003cp\u003eBurton G. Malkiel is the author of \u003cem\u003eA Random Walk Down Wall Street\u003c\/em\u003e, 11th edition paper, 2016.\u003c\/p\u003e \u003cp\u003eIf I could recommend one book every investor should read it would be \u003cem\u003eThe Wealth Management Experience\u003c\/em\u003e by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.\u003c\/p\u003e \u003cp\u003eLen Templeton, Founder and President, Templeton Financial Services\u003c\/p\u003e","brand":"WoB","offers":[{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":50384321544465,"sku":"CIN1480823635VG","price":11.72,"currency_code":"USD","in_stock":false},{"title":"US \/ NEW \/ INGRAM","offer_id":51233532510481,"sku":"NIN9781480823631","price":16.99,"currency_code":"USD","in_stock":false},{"title":"GB \/ NEW \/ INGRAM","offer_id":52590490091793,"sku":"NLS9781480823631","price":23.49,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/1480823635.jpg?v=1750923877","url":"https:\/\/www.worldofbooks.com\/products\/wealth-management-experience-book-jim-hatton-9781480823631","provider":"World of Books ","version":"1.0","type":"link"}