Time-tested strategies for a powerful portfolio from one of today's top retirement experts—Daniel Wildermuth
How to Keep and Grow Your Retirement Assets explains common causes of portfolio mismanagement, describes the high-cost results from it, and offers ways to dramatically improve portfolio creation and management.
This action-oriented book helps you make a solid investing plan, assess all your options, develop practical strategies for controlling risk and building savings, tweak the plan to reflect changing times, and protect and stretch your savings after retirement.
Daniel Wildermuth founded Kalos Capital Inc., which provides comprehensive brokerage services including a vast offering of alternative investments.
About the Author
Daniel Wildermuth has been assisting senior investors for over 15 years. He began his career with Morgan Stanley & Co. and later consulted to senior management of multinational financial organizations in the Unites States, Europe, Asia, and Australia.
Daniel is a Certified Senior Advisor, a Registered Investment Advisor, and has been acknowledged by National Register's Who's Who for his expertise in the financial services industry. He is a graduate of Stanford Universtiy and holds an MBA degree in Finance from the Anderson School at UCLA.
In 1997, Daniel and his wife, Carol, co-founded Kalos Capital, Inc., an investment bank, followed by Kalos Financial, Inc., a financial services firm. The firms sepcialize in meeting the complex and diverse financial needs of mature and senior investors, including investment management, annuity advice and selection, estate planning, long term care planning, and tax reduction. --This text refers to an out of print or unavailable edition of this title.
