Strategic financial planning over the lifecycle: a conceptual approach to personal risk management
This book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of 'consumption smoothing' is used to connect chapters and topics such as saving and investment, debt management, risk management and retirement planning. The...
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| Main Author: | |
|---|---|
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Cambridge
Cambridge University Press
2012
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| Subjects: | |
| Online Access: | BSB01 UBG01 Volltext |
| Summary: | This book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of 'consumption smoothing' is used to connect chapters and topics such as saving and investment, debt management, risk management and retirement planning. The first part of the book is nontechnical and aimed at a wide audience with no special technical background. The second part of the book provides a rigorous presentation of the lifecycle model from first principles using the calculus of variations. The accompanying website is found at http://www.yorku.ca/milevsky/?page_id=185 |
| Item Description: | Title from publisher's bibliographic system (viewed on 05 Oct 2015) |
| Physical Description: | 1 online resource (xiii. 367 pages) |
| ISBN: | 9780511807336 |
| DOI: | 10.1017/CBO9780511807336 |
Staff View
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| 505 | 8 | |a Machine generated contents note: 1. Introduction and motivation; 2. Mathematical preliminaries - working with interest rates; 3. Personal balance sheet and human capital; 4. Consumption smoothing and optimal savings; 5. Debts, loans, and mortgages [Canadian content]; 6. Personal income taxes [Canadian content]; 7. Risk, utility, and insurance; 8. Mortality risk and life insurance; 9. Investment and diversification; 10. The mathematics of portfolio diversification; 11. Housing decisions; 12. Pensions and retirement [Canadian content]; 13. Advanced material*: Part I. Continuous time and the calculus of variations; 14. Advanced material*: Part II. Stochastic optimal control and the HJB equation; 15. Concluding thoughts and next steps | |
| 520 | |a This book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of 'consumption smoothing' is used to connect chapters and topics such as saving and investment, debt management, risk management and retirement planning. The first part of the book is nontechnical and aimed at a wide audience with no special technical background. The second part of the book provides a rigorous presentation of the lifecycle model from first principles using the calculus of variations. The accompanying website is found at http://www.yorku.ca/milevsky/?page_id=185 | ||
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| contents | Machine generated contents note: 1. Introduction and motivation; 2. Mathematical preliminaries - working with interest rates; 3. Personal balance sheet and human capital; 4. Consumption smoothing and optimal savings; 5. Debts, loans, and mortgages [Canadian content]; 6. Personal income taxes [Canadian content]; 7. Risk, utility, and insurance; 8. Mortality risk and life insurance; 9. Investment and diversification; 10. The mathematics of portfolio diversification; 11. Housing decisions; 12. Pensions and retirement [Canadian content]; 13. Advanced material*: Part I. Continuous time and the calculus of variations; 14. Advanced material*: Part II. Stochastic optimal control and the HJB equation; 15. Concluding thoughts and next steps |
| ctrlnum | (ZDB-20-CBO)CR9780511807336 (OCoLC)891452437 (DE-599)BVBBV043924611 |
| dewey-full | 332.024 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.024 |
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| dewey-sort | 3332.024 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
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| id | DE-604.BV043924611 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:38:44Z |
| institution | BVB |
| isbn | 9780511807336 |
| language | English |
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| spelling | Charupat, Narat Verfasser aut Strategic financial planning over the lifecycle a conceptual approach to personal risk management Narat Charupat, Huaxiong Huang, Moshe A. Milevsky Cambridge Cambridge University Press 2012 1 online resource (xiii. 367 pages) txt rdacontent c rdamedia cr rdacarrier Title from publisher's bibliographic system (viewed on 05 Oct 2015) Machine generated contents note: 1. Introduction and motivation; 2. Mathematical preliminaries - working with interest rates; 3. Personal balance sheet and human capital; 4. Consumption smoothing and optimal savings; 5. Debts, loans, and mortgages [Canadian content]; 6. Personal income taxes [Canadian content]; 7. Risk, utility, and insurance; 8. Mortality risk and life insurance; 9. Investment and diversification; 10. The mathematics of portfolio diversification; 11. Housing decisions; 12. Pensions and retirement [Canadian content]; 13. Advanced material*: Part I. Continuous time and the calculus of variations; 14. Advanced material*: Part II. Stochastic optimal control and the HJB equation; 15. Concluding thoughts and next steps This book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of 'consumption smoothing' is used to connect chapters and topics such as saving and investment, debt management, risk management and retirement planning. The first part of the book is nontechnical and aimed at a wide audience with no special technical background. The second part of the book provides a rigorous presentation of the lifecycle model from first principles using the calculus of variations. The accompanying website is found at http://www.yorku.ca/milevsky/?page_id=185 Finance, Personal Risk management Wealth / Management Risikomanagement (DE-588)4121590-4 gnd rswk-swf Finanzplanungsmodell (DE-588)4252015-0 gnd rswk-swf Haushalt (DE-588)4023744-8 gnd rswk-swf Individuum (DE-588)4026751-9 gnd rswk-swf Individuum (DE-588)4026751-9 s Haushalt (DE-588)4023744-8 s Finanzplanungsmodell (DE-588)4252015-0 s Risikomanagement (DE-588)4121590-4 s 1\p DE-604 Huang, Huaxiong Sonstige oth Milevsky, Moshe Arye 1967- Sonstige oth Erscheint auch als Druckausgabe 978-0-521-14803-0 Erscheint auch als Druckausgabe 978-0-521-76456-8 https://doi.org/10.1017/CBO9780511807336 Verlag URL des Erstveröffentlichers Volltext 1\p cgwrk 20201028 DE-101 https://d-nb.info/provenance/plan#cgwrk |
| spellingShingle | Charupat, Narat Strategic financial planning over the lifecycle a conceptual approach to personal risk management Machine generated contents note: 1. Introduction and motivation; 2. Mathematical preliminaries - working with interest rates; 3. Personal balance sheet and human capital; 4. Consumption smoothing and optimal savings; 5. Debts, loans, and mortgages [Canadian content]; 6. Personal income taxes [Canadian content]; 7. Risk, utility, and insurance; 8. Mortality risk and life insurance; 9. Investment and diversification; 10. The mathematics of portfolio diversification; 11. Housing decisions; 12. Pensions and retirement [Canadian content]; 13. Advanced material*: Part I. Continuous time and the calculus of variations; 14. Advanced material*: Part II. Stochastic optimal control and the HJB equation; 15. Concluding thoughts and next steps Finance, Personal Risk management Wealth / Management Risikomanagement (DE-588)4121590-4 gnd Finanzplanungsmodell (DE-588)4252015-0 gnd Haushalt (DE-588)4023744-8 gnd Individuum (DE-588)4026751-9 gnd |
| subject_GND | (DE-588)4121590-4 (DE-588)4252015-0 (DE-588)4023744-8 (DE-588)4026751-9 |
| title | Strategic financial planning over the lifecycle a conceptual approach to personal risk management |
| title_auth | Strategic financial planning over the lifecycle a conceptual approach to personal risk management |
| title_exact_search | Strategic financial planning over the lifecycle a conceptual approach to personal risk management |
| title_full | Strategic financial planning over the lifecycle a conceptual approach to personal risk management Narat Charupat, Huaxiong Huang, Moshe A. Milevsky |
| title_fullStr | Strategic financial planning over the lifecycle a conceptual approach to personal risk management Narat Charupat, Huaxiong Huang, Moshe A. Milevsky |
| title_full_unstemmed | Strategic financial planning over the lifecycle a conceptual approach to personal risk management Narat Charupat, Huaxiong Huang, Moshe A. Milevsky |
| title_short | Strategic financial planning over the lifecycle |
| title_sort | strategic financial planning over the lifecycle a conceptual approach to personal risk management |
| title_sub | a conceptual approach to personal risk management |
| topic | Finance, Personal Risk management Wealth / Management Risikomanagement (DE-588)4121590-4 gnd Finanzplanungsmodell (DE-588)4252015-0 gnd Haushalt (DE-588)4023744-8 gnd Individuum (DE-588)4026751-9 gnd |
| topic_facet | Finance, Personal Risk management Wealth / Management Risikomanagement Finanzplanungsmodell Haushalt Individuum |
| url | https://doi.org/10.1017/CBO9780511807336 |
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