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The history of financial planning
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E. Denby Brandon |
The first book to provide a comprehensive history of the financial planning professionThe financial services field has been revolutionized in the last quarter of the twentieth century by the financia… |
OL11783237W |
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Investing for middle America
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Kenneth Lipartito |
"In 1894, in the teeth of the country's second worst depression, Americans struggled to feed their families on one dollar a day. Only the very rich were able to own stock, and frequent "panics" and b… |
OL12389311W |
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Samantha's cowboy
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Marin Thomas |
There should be millions in Samantha Cartwright's trust fund... but it's empty. Luckily for Wade Dawson, her financial adviser, Samantha doesn't know that yet. So Wade's buying time to solve the myst… |
OL15151212W |
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Someday rich
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Timothy Noonan |
"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as we… |
OL16015212W |
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The new wealth management
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Harold Evensky |
"Mainstay reference guide for wealth management, newly updated for today's investment landscape. For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing… |
OL16449896W |
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CFP certification exam practice question workbook
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Matthew Brandeburg |
One thousand comprehensive practice questions, accompanied by detailed solutions, to prepare test-takers for the 6-hour CFP certification exam, including two 200-question comprehensive practice tests… |
OL19713743W |
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Wealth management unwrapped
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Charlotte B. Beyer |
"In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all inv… |
OL19717558W |
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The winner's circle
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R. J. Shook |
Uncover and invest in the best funds for today and tomorrow The number of mutual funds investors must choose from is now greater than the number of stocks listed on the NYSE. Selecting the right fun… |
OL1991807W |
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The changing landscape of retirement
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Mark Singer |
There is tremendous frustration being voiced by baby boomers who thought they should be able to make an easy transition into retirement. Unfortunately, for many, things have not worked out exactly as… |
OL27719588W |
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Hide In Plain Sight (The Three Sisters Inn Series #1) (Steeple Hill Love Inspired Suspense)
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Marta Perry |
She couldn't turn her back on her family in their time of need. So when her sister was injured, financial expert Andrea Hampton traded the big city for Amish country to help turn her grandmother's ho… |
OL5689171W |
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Love undercover
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Jean C. Gordon |
A few too many messy divorce cases and custody battles have convinced Tina Cannon to change her specialty from family law to financial planning and move her young daughter out of the city to a place … |
OL5963472W |