John paul phaup (7 Ergebnisse)

Zustand: New. In English.

Hardcover. Zustand: Brand New. 96 pages. 6.00x0.38x9.00 inches. In Stock.

Paperback. Zustand: Brand New. 304 pages. 5.50x0.83x8.50 inches. In Stock.

Hardcover. Zustand: Brand New. 304 pages. 5.50x0.94x8.50 inches. In Stock.

Buch. Zustand: Neu. Neuware - Written specifically for nonprofit trustees, professionals, and donors, Agencies of Cash Flow provides an innovative approach to raising and investing long-term money for foundations and endowments.FUNDRAISING - Money In Motion - focuses on capturing assets in transition, wealth transferring at death, and liquidity-generating business transactions. Planned giving solutions are based upon a patron's emotional motives, tax circumstances, and estate planning needs. Readers will learn these financial strategies to incent supporters to provide large gifts for sustainable revenue.INVESTING - Modern Portfolio Theory - teaches how to combine cash, bonds, and stocks into diversified investment portfolios to meet long-term revenue needs.GOVERNING - 7 Standards of Care - reviews the financial stewardship processes to achieve compliant and optimum long-term results. Readers learn how to document decision-making and how to create an Investment Policy Statement to match portfolios with expenditure needs.Agencies of Cash Flow is an easy-to-use management tool for those wishing to apply wealth management practices for philanthropy.…

Gebunden. Zustand: New. &Uumlber den AutorrnrnJohn Paul (JP) Phaup was Managing Director - Investments of Wells Fargo Advisors in McLean, VA, focusing on wealth management for 28 years.nPhaup served on the George Mason University Foundation for twelve years and as Cha.

Buch. Zustand: Neu. Neuware - Printed in color for the best reading experience.AN EYE FOR MONEY: Understanding the Three Phases of Financial Life: Setting Financial Goals, Managing Investments, and Estate Planning for Everyone offers a fresh, real-world approach to managing your financial life by organizing it into the three natural phases we all go through: building wealth (Accumulation), creating income in retirement (Income), and preserving and passing on assets (Distribution). Whether you're just starting out, preparing for retirement, or leaving a legacy, this book provides clarity and confidence to make sound financial decisions-no matter how the world changes around you.With years of experience advising individuals, families, and institutions, John Paul (JP) Phaup delivers practical guidance on investing, setting financial goals, understanding risk, and protecting assets through thoughtful estate planning. His approachable style simplifies complex concepts without watering them down, making this an accessible guide for readers at any life stage or wealth level.The book also offers valuable insights for highly compensated professionals and higher net worth individuals, covering topics like tax planning, charitable giving, and multi-generational wealth strategies.Drawing from twenty-eight years in wealth management, charitable strategy, and financial education, JP shares a grounded, practical roadmap to lasting financial well-being. If you're looking to build a secure financial future with confidence, AN EYE FOR MONEY belongs on your shelf.…