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2014 Field Guide to Financial Planning

by CFP® Michael E. Kitces & CLU® D. M. Donald F. Cady

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ...


Investing with the Trend: A Rules-based Approach to Money Management

by Gregory L. Morris

Investing with the Trend provides an abundance of evidence for adapting a rules-based approach to investing by offering something most avoid, and that is to answer the “why” one would do it this way.  It...


Global Credit Review: Volume 3

by Singapore Risk Management Institute

Global Credit Review is an annual publication that provides an overview of the most important developments in global credit markets and the regulatory landscape. The third volume provides some critical analysis,...


Asian Financial Integration: Impacts of the Global Crisis and Options for Regional Policies

by Yiping Huang & Shiro Armstrong

In the wake of the global financial crisis, Asia is leading the global recovery with strong economic growth. However, this book argues that, in the coming years, the region will need to play a much more active...


Israel: Selected Issues

by International Monetary Fund. Euro Dept.

In recent years, the IMF has released a growing number of reports and other documents covering economic and financial developments and trends in member countries. Each report, prepared by a staff team after...


Tunisia: First and Second Reviews Under the Stand-By Arrangement, Request for Waiver of Applicability and Nonobservance of Perf

by International Monetary Fund. Midd Dept.

EXECUTIVE SUMMARY Background. The political transition is moving forward again following another period of political upheaval and security tensions. However, the protracted political crisis of the past few months...


Barbados: Staff Report for 2013 Article IV Consultation

by International Monetary Fund. West Dept.

KEY ISSUES Context. Economic performance has been weak and public debt is high. Foreign reserves are under pressure as fiscal and external imbalances widened in 2012 and further in 2013. Recognizing the need...


The Tools & Techniques of Estate Planning for Modern Families

by L. Paul Hood & Stephan R. Leimberg

The Tools & Techniques of Estate Planning for Modern Families is simply the only resource that focuses exclusively on handling the issues associated with estate planning for blended, step, and same-sex families....


Foreign Investor Flows and Sovereign Bond Yields in Advanced Economies

by Serkan Arslanalp & Tigran Poghosyan

Asset allocation decisions of international investors are at the core of capital flows. This paper explores the impact of these decisions on long-term government bond yields, using a quarterly investor base...


The Advisor's Guide to 401(k) Plans, 2014 Edition

by CLU® D. Bruce A. Tannahill & J. D. Louis R. Richey

This authoritative but user-friendly Guide covers how 401(k) Plans are established and administered, as well as:

» How employers and employees participate

» Complying with all regulatory requirements

» Handling...


The Tools & Techniques of Investment Planning, 3rd Edition

by Stephan R. Leimberg & Jr. Robert J. Doyle

The Tools & Techniques of Investment Planning, 3rd Edition, is the one resource delivering the latest techniques that take recent tax changes into account. This new edition covers all the changes in tax law...


Do Forecasters Believe in Okun's Law? an Assessment of Unemployment and Output Forecasts

by Laurence M. Ball & João Tovar Jalles

This paper provides an assessment of the consistency of unemployment and output forecasts. We show that, consistent with Okun's Law, forecasts of real GDP growth and the change in unemployment are negatively...


Wiley Series 26 Exam Review 2014 + Test Bank: The Investment Company Products / Variable Contracts Limited Principal Qualification Examination

by Inc The Securities Institute of America

The go-to guide to acing the Series 26 Exam!

Passing the Investment Company Products/Variable Contracts Limited Principal Qualification Exam (Series 26) qualifies an individual to operate as a principal responsible...


The Money Compass: Where Your Money Went and How to Get It Back

by Mark Grimaldi & Stevenson G. Smith

Between the ongoing recession, the collapse of the housing market, and the crumbling of the middle class, many Americans are left wondering what happened to the American Dream. They’re also wondering what...


Competitiveness in the Real Economy: Value Aggregation, Economics and Management in the Provision of Goods and Services

by Rui Vinhas da Silva

Value aggregation to goods and services is unbelievably important to the balance of trade of modern nations, yet it receives minute attention by economists and policy-makers alike. In Competitiveness in the...


How to Read a Financial Report: Wringing Vital Signs Out of the Numbers

by John A. Tracy & Tage Tracy

An updated new edition of the comprehensive guide to reading and understanding financial reports

Financial reports provide vital information to investors, lenders, and managers. Yet, the financial statements...


Mathematics and Statistics for Financial Risk Management

by Michael B. Miller

Mathematics and Statistics for Financial Risk Management is a practical guide to modern financial risk management for both practitioners and academics.

Now in its second edition with more topics, more sample...


Wiley Series 99 Exam Review 2014 + Test Bank: The Operations Professional Qualification Examination

by Inc The Securities Institute of America

The go-to guide to acing the Series 99 Exam!

Passing the Operations Professional Qualification Exam (Series 99) qualifies an individual to perform a variety of operations functions in support of a broker-dealer....


Wiley Series 66 Exam Review 2014 + Test Bank: The Uniform Combined State Law Examination

by Inc The Securities Institute of America

The go-to guide to acing the Series 66 Exam!

Passing the Uniform Combined State Law Examination (Series 66) qualifies an individual to represent both a broker-dealer and an investment adviser. It covers such...


Cycle Analytics for Traders + Downloadable Software: Advanced Technical Trading Concepts

by John F. Ehlers

A technical resource for self-directed traders who want to understand the scientific underpinnings of the filters and indicators used in trading decisions

This is a technical resource book written for self-directed...