Böcker i Bloomberg Financial-serien

- Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals- The first book on a rapidly expanding market- PPLI is a "triple play" for wealthy investors, offering wealth creation, tax efficiency, and asset protection.

Risk expert James Gleason bypasses presents a down-to-earth, practical look at important new risk management tools and their uses. Gleason demonstrates how an improved understanding of risk provides a new paradigm for management. His exploration covers the full spectrum of financial risks that affects all players and offers practical solutions for overcoming typical challenges.

A key resource for financial advisors from a leading authority on legal, compliance, and ethics issues, PROTECTING YOUR PRACTICE shows how to build client relationships, grow a practice, and avoid lawsuits in an environment that's become increasingly competitive and adversarial. Includes forms and checklists.

A full spectrum of leading-edge technical analysis tools, conveniently pulled together in one handy volume, with more than 170 charts and illustrations Capitalize on Market Moves Discover New Opportunities for more Profitable Trades Learn from the Experts, Including: Linda B. Raschke on swing trading Tom DeMark on market turning points Peter Eliades on cycles for pricing projections Lawrence McMillan on trading option volatility Robin Mesch on Market Profile John Murphy on intermarket analysis Steve Nison on Japanese candle chart analysis Steven Poser on Elliott Wave theory Bernie Schaeffer on sentiment indicators Courtney Smith on risk management Kenneth Tower on point and figure charts with moving averages Larry Williams on individual stock sentiment "A must for all investors and traders who are interested in a technical approach to the market." --Alfred H. Kingon, Former Assistant Secretary of the Treasury

Imagine this: you're offered two corporate bonds from similar issuers with identical credit ratings. Both bonds have 6 percent coupons and ten-year final maturities. The first is noncallable and priced at $98.00. The second is callable at par in seven years and priced at $97.50. Which bond is the better deal? Not the one most people would think... Top traders, investors, and analysts agree that one method, option-adjusted spread (OAS) analysis, is the most useful way to compare and value securities with options. Nearly every day the bond market figures out a new way to structure securities, most of which involve options. This book explains OAS analysis in plain English, presenting each step in the method clearly and concisely. Topics covered include: Why yield-based analysis breaks down for nonbullet bonds How to model put and call provisions as embedded options How to distinguish the intrinsic and time components of option value How to model interest-rate volatility, future interest rates, and future bond prices How to calculate option-free price and yield How to estimate the "fair value" of a bond How to calculate implied spot and forward rates Salespeople, traders, and investors will want to read this book and keep it on their desks.

This new book is an invaluable guidebook for companies trying to capitalize on the opportunities in both developed and emerging cross-border markets. Noted experts discuss critical topics corporate executives--and all those involved with their company's legal, accounting, and tax matters--need to know to successfully complete complex, global transactions.

Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? This is an insider's guide to charitable organizations for donors and their advisors.

This book is a guide to managing and growing a financial-advisory business No matter how little time you have or how serious the challenges your firm faces, this book can help The principles of sound management apply to firms of all stripes, and the tools provided here can work under any circumstances.

Spread tradingΓÇötrading complex, multiΓÇôleg structuresΓÇôΓÇôis the new frontier for the individual options trader. This book covers spread strategies, both of the limitedΓÇôrisk and unlimitedΓÇôrisk varieties, and how and when to use them. All eight of the multiΓÇôleg strategies are here: the coveredΓÇôwrite, verticals, collars and reverseΓÇôcollars, straddles and strangles, butterflies, calendar spreads, ratio spreads, and backspreads. Vocabulary, exercises and quizzes are included throughout the book to reinforce lessons. Saliba, Corona, and Johnson are the authors of Option Strategies for Directionless Markets.

> --SOHAIL JAFFER, Chairman Alternative Investment Management Association (AIMA) > --VERNON C. SUMNICHT, M.B.A., CFP, President Sumnicht & Associates and Sumnicht Hedge Fund Advisors, LLC THE WHAT, WHEN, AND WHY OF MARKET-NEUTRAL STRATEGIES CLEAR EXPLANATIONS OF SPECIFIC APPROACHES THE RISKS AND MERITS OF EIGHT STRATEGIES HOW TO BUILD A MARKET-NEUTRAL INVESTMENT PORTFOLIO ADVICE AND INSIGHT FROM THE FOREMOST PRACTITIONERS OF MARKET-NEUTRAL STRATEGIES

Hedge funds have rightly gained the attention of private and institutional investors in recent years, proving themselves as useful portfolio diversifiers and preservers of wealth while greatly dispelling their reputation as an "unsafe" investment. Yet investors attempting to navigate in the field of hedge funds face significant challenges: the large number of funds, the diversity of strategies used, the range of financial instruments traded, and the various formats for investing. Pooling multiple hedge funds together into one vehicle, the fund of funds provides a ready solution, combining professional management expertise with asset allocation. In this book--the first of its kind--industry expert Joseph Nicholas shows investors how these funds operate, the benefits and risks, and the criteria and due diligence to utilize when selecting funds. Nicholas provides an in-depth analysis of historical fund performance and offers unique insight into the industry and trends that may affect its evolution. Clear, insightful, and illustrated with numerous charts and graphs, Hedge Fund of Funds Investing is an essential resource for serious investors.

A top options trader details a practical approach for pricing and trading options in any market condition The options market is always changing, and in order to keep up with it you need the greeks--delta, gamma, theta, vega, and rho--which are the best techniques for valuing options and executing trades regardless of market conditions.