Be Your Own Financial Adviser
DOWNLOAD
Download Be Your Own Financial Adviser PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get Be Your Own Financial Adviser book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages. If the content not found or just blank you must refresh this page
Be Your Own Financial Adviser
DOWNLOAD
Author : Jonquil Lowe
language : en
Publisher: Pearson UK
Release Date : 2012-09-26
Be Your Own Financial Adviser written by Jonquil Lowe and has been published by Pearson UK this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-09-26 with Business & Economics categories.
Many people stumble through their financial life reacting to events and advice in an ad hoc way. As a result, few choose the most suitable financial products, some fall prey to misselling and many never realise their financial goals. Are you one of them? Be Your Own Financial Adviser shows you how to make sensible financial decisions without the need for expensive advice. Its accessible style, examples and case studies explain and evaluate financial products and put you firmly in control of your own financial well-being. It will advise on how to adopt the best saving, spending and investment strategies, make decisions tax-efficiently, manage risk wisely and protect and enhance your wealth. It also suggests when professional help is a good idea, and shows you how to protect yourself against misselling and get the best out of your adviser. Be Your Own Financial Adviser will show you how to: Stress-test your financial decisions Take advantage of legal tax breaks Achieve your financial goals Manage and preserve your wealth Accessing financial products and services is not difficult - there is no shortage of commercials, advertisements, direct mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money. But choosing which products are right for you can be a hit and miss approach. Good financial planning requires a systematic strategy. You should start by assessing your own particular circumstances, attitudes and timescales and then work out how you can implement your strategy on a long term basis. Let Be Your Own Financial Adviser be your guide to making better financial decisions. It includes advice on the following: Financial planning Do you need an adviser? Protecting your income Providing for your family Health and care Somewhere to live Building a pension Retirement choices Saving and investing Managing your wealth Passing it on
Be Your Own Financial Adviser
DOWNLOAD
Author : Jonquil Lowe
language : en
Publisher:
Release Date : 2005
Be Your Own Financial Adviser written by Jonquil Lowe and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005 with Finance, Personal categories.
In recent years the financial climate has given increasing cause for concern. Endowment mortgages have left millions short-changed, promises of a good pension have evaporated, investing for a high income can cost you your capital, while raising extra income from your home transfers unreasonable amounts of equity to a financial firm. You don't have to be a victim. Whether you want to manage your finances yourself or simply be in the driving seat when you get financial advice, this guide will equip you with the knowledge and techniques you need. In simple language, with numerous case studies, tips and flow charts, Be Your Own Financial Adviser shows you how to identify your financial needs and create a plan to meet them without falling into the traps of unsuitable products, high charges and hidden risks. The book explains (1) how to interpret details from product providers (2) where to get up-to-the-minute information (3) how to identify areas where you could be losing out or taking unnecessary risks (4) how to build a robust investment portfolio to endure changing conditions (5) how the law protects you plus much more.
Be Your Own Financial Advisor
DOWNLOAD
Author : Sushil BALI
language : en
Publisher:
Release Date : 2020-09-13
Be Your Own Financial Advisor written by Sushil BALI and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-13 with categories.
Investing without sufficient knowledge is speculative investing which can be disastrous. You need to take care of your own money. Investment does not start and end with buying a financial product. Investment is a journey. It is a complete process:1. That begins with learning investing basics,2. Developing a planned investment strategy,3. Knowing and choosing the right investment products,4. Creating a protection ring around self, family and all assets,5. Understanding implications of tax,6. And, finally ensuring that the estate is passed on safely to desired beneficiaries.The book covers all these aspects and more, and is, therefore, as much relevant to a beginner as to a person who is a seasoned investor. The book aims to make you an informed investor.Unlike many other books, there are no promises of making you rich overnight, but only to help you invest with knowledge and caution in a systematic way so that your investments grow in conformance with your desired goals.Although all types of investing have been discussed, there is a serious attempt to caution and refrain the simple investor from investing into products that he does not understand.Financial literacy helps in discussing your investment plans with advisors without the fear of being manipulated or exploited.The world is changing fast. Covid-19 has impacted businesses and nations. There will be several serious disruptions. As investors we need to be vigilant and careful.The investment options contained in the book are relevant to Indian investors. However, the book is relevant to overseas readers too as principles of investment are universal. The important things you could do on your own after reading this book:1. Create your own personal financial plan.2. Choose investment products appropriate to your risk appetite and skill.3. If need be, choose a good financial advisor.4. Create a protective ring around you, your family and your assets.5. Manage your taxes.6. Create Wills for yourself and your family.7. Create a good succession plan.8. Know how to read and interpret a company's financial statement.9. Know how to track your investments, and flagging actions to be taken.10. Know how to plan an efficient documentation system.Wishing you happy and safe investing!
Ft Lowe
DOWNLOAD
Author : JONQUIL. LOWE
language : en
Publisher:
Release Date : 2024
Ft Lowe written by JONQUIL. LOWE and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024 with categories.
Become Your Own Financial Advisor
DOWNLOAD
Author : Warren Ingram
language : en
Publisher: Penguin Random House South Africa
Release Date : 2013-07-01
Become Your Own Financial Advisor written by Warren Ingram and has been published by Penguin Random House South Africa this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-07-01 with Business & Economics categories.
YOUR STEP-BY-STEP GUIDE TO FINANCIAL PEACE OF MIND! How can you become financially secure with the resources at your disposal? What is the safest way to invest, and accumulate, money? And why is it never too late to start planning your financial well-being? Money plays a role in nearly every aspect of our lives, and yet very few of us know how to save, where to invest and how to avoid money troubles. This highly accessible book is aimed at anyone who wants to improve their financial situation, from the financial novice who needs clear basic guidelines on how to deal with money to those who are more financially savvy but want to supplement their knowledge. Covering a range of topics, from saving, investing, debt management, buying a house to blunders to avoid, Become Your Own Financial Advisor provides people of all ages and levels of wealth with practical information on how to improve their finances. And, in the process, proves that financial freedom is possible for everyone.
Success As A Financial Advisor For Dummies
DOWNLOAD
Author : Ivan M. Illan
language : en
Publisher: John Wiley & Sons
Release Date : 2018-11-13
Success As A Financial Advisor For Dummies written by Ivan M. Illan and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-11-13 with Business & Economics categories.
A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
The Wisest Owl
DOWNLOAD
Author : Anupam Gupta
language : en
Publisher: Penguin Random House India Private Limited
Release Date : 2022-07-25
The Wisest Owl written by Anupam Gupta and has been published by Penguin Random House India Private Limited this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-07-25 with Business & Economics categories.
India is witnessing a major change in the way we look at money. Having reached the middle income status as a country, a vast section of the youth is now aspiring for higher financial goals. This large population is breaking away from its parents in almost every way, including financially. But the new generation of Indians entering the workforce demand more knowledge on their investments. They constantly grapple with complicated questions surrounding money: What do they do with their money? How do they plan for their future? Most of the time, they get bad advice. Mutual funds have not really delivered meaningful returns, stock selection is extremely complicated and sophisticated investments like PMSs, AIFs, etc., are only for the wealthy. This book tries to help these young investors by offering them a framework they can use to create wealth in the long run. Using the wisdom and experience of Indian's top personal finance professionals, the book answers critical questions, such as: Should I rent a house or buy a house? Passive investing versus active investing? Stocks versus mutual funds? Debt funds or FDs? And finally - crypto or no crypto?
Be Your Own Financial Adviser
DOWNLOAD
Author : Jonquil Lowe
language : en
Publisher:
Release Date : 2011
Be Your Own Financial Adviser written by Jonquil Lowe and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with categories.
Diy Financial Advisor
DOWNLOAD
Author : Wesley R. Gray
language : en
Publisher: John Wiley & Sons
Release Date : 2015-08-31
Diy Financial Advisor written by Wesley R. Gray and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-08-31 with Business & Economics categories.
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can—or should—we be managing our own wealth? Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you—not for someone else!
Become Your Own Financial Adviser
DOWNLOAD
Author : Ross Cameron
language : en
Publisher:
Release Date : 2015-12-20
Become Your Own Financial Adviser written by Ross Cameron and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-20 with categories.
Become your Own Financial Advisor