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  • Gebundenes Buch

"This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I ... tailor to each client's goals ... [It discusses] the wealth management strategies I use with my high-net-worth clients' portfolios; the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; important questions to ask yourself before and after retiring; and advice for those seeking a more fulfilled retirement"--Dust jacket flap.

Produktbeschreibung
"This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I ... tailor to each client's goals ... [It discusses] the wealth management strategies I use with my high-net-worth clients' portfolios; the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; important questions to ask yourself before and after retiring; and advice for those seeking a more fulfilled retirement"--Dust jacket flap.
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Autorenporträt
DEBRA K. BREDE founded D.K. Brede Investment Management Company in 1990, where her clients have always been her number-one priority. A Barron's Hall of Fame Advisor, Debra has been helping high-net-worth individuals, business owners, and retirees pursue their financial goals for more than thirty years. Debra has become nationally recognized as a top financial advisor by numerous publications, including Financial Times, Forbes, and Barron's, which has named her among the Top 100 Women Financial Advisors nationwide for fourteen consecutive years. She is also a frequent media commentator on investment-related topics and has been featured in Barron's, The Wall Street Journal, The New York Times, Business Week, and Bloomberg, and has also made appearances on CNBC, Fox Business, and NBC Nightly News.