Retirement Portfolios

By Michael J. Zwecher,

Book cover of Retirement Portfolios: Theory, Construction, and Management

Book description

Retirement portfolio guidance for finance professionals

Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible…

Shepherd is reader supported. When you buy books, we may earn an affiliate commission.

Why read it?

1 author picked Retirement Portfolios as one of their favorite books. Why do they recommend it?

Michael Zwecher’s Retirement Portfolios is a classic that lays out the case for thinking about retirement from the income perspective, instead of just in terms of portfolio returns.

It provides the philosophy behind income flooring, whether that is done from a lifetime perspective or from a founding of building the income floor rung-by-run over time. This book helped to establish the foundations for treating retirement income planning as distinct from traditional investment management and wealth accumulation.

This book is fairly technical.

From Wade's list on preparing you for retirement.

Want books like Retirement Portfolios?

Our community of 10,000+ authors has personally recommended 80 books like Retirement Portfolios.

Browse books like Retirement Portfolios

5 book lists we think you will like!

Interested in investment management, planning, and retirement?

10,000+ authors have recommended their favorite books and what they love about them. Browse their picks for the best books about investment management, planning, and retirement.

Investment Management Explore 19 books about investment management
Planning Explore 45 books about planning
Retirement Explore 27 books about retirement