Retirement Portfolios Workbook Theory, Construction, and Management

Constructing a retirement portfolio is one of the most difficult but in demand tasks facing financial advisors. The pressures are particularly intense now after the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to construct portfolios that will provide income, continue to generate growth, yet protect assets from disaster. Retirement Portfolios Workbook, written by leading practitioner Michael J. Zwecher, provides chapter summaries and end of chapter questions to the main book.

MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin–Madison. Zwecher holds a PhD in finance from the University of Wisconsin–Madison.