Get Wise To Your Advisor
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Get Wise To Your Advisor
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Author : Steven D. Lockshin
language : en
Publisher: John Wiley & Sons
Release Date : 2013-09-03
Get Wise To Your Advisor written by Steven D. Lockshin 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 2013-09-03 with Business & Economics categories.
The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
Get Wise To Your Advisor
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Author : Steven D. Lockshin
language : en
Publisher: John Wiley & Sons
Release Date : 2013-09-03
Get Wise To Your Advisor written by Steven D. Lockshin 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 2013-09-03 with Business & Economics categories.
The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
What Your Financial Advisor Isn T Telling You
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Author : Liz Davidson
language : en
Publisher: HMH
Release Date : 2016-01-05
What Your Financial Advisor Isn T Telling You written by Liz Davidson and has been published by HMH this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-01-05 with Business & Economics categories.
Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review
The Trusted Advisor
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Author : David H. Maister
language : en
Publisher: Simon and Schuster
Release Date : 2001-10-09
The Trusted Advisor written by David H. Maister and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-10-09 with Business & Economics categories.
Publisher Fact Sheet David Maister & two elite consultants deliver a dynamic must-read on how to earn & maintain clients' trust & negotiate successful business relationships in today's economy.
How To Choose And Use Advisors
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Author : C. Aronoff
language : en
Publisher: Springer
Release Date : 2017-06-30
How To Choose And Use Advisors written by C. Aronoff and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-06-30 with Business & Economics categories.
In How to Choose and Use Advisors , authors Aronoff and Ward establish benchmarks for excellent advisory services and they show business owners how to benefit from advice ranging from legal and financial to executive search and organizational development.
Goals Based Wealth Management
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Author : Jean L. P. Brunel
language : en
Publisher: John Wiley & Sons
Release Date : 2015-02-20
Goals Based Wealth Management written by Jean L. P. Brunel 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 2015-02-20 with Business & Economics categories.
Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.
Muscular Portfolios
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Author : Brian Livingston
language : en
Publisher: BenBella Books
Release Date : 2018-10-09
Muscular Portfolios written by Brian Livingston and has been published by BenBella Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-10-09 with Business & Economics categories.
Muscular Portfolios is here to change the investing game — and help you leave stress behind with a stronger, smarter approach to investing. For decades, the financial services industry has sold risky investments, claiming that this was the only path to large gains. But this strategy is highly vulnerable to big losses that can devastate your portfolio. Today, there's a better approach. It combines the latest academic research in finance with the new ultra-low-cost index funds (exchange-traded funds). The result is an approach that provides market-like returns with dramatically smaller losses and requires only 15 minutes a month or less. Muscular Portfolios lays out the basic principles of this kind of investing so you can manage your own money successfully — without turning it into your second job. Investigative journalist Brian Livingston takes you behind the curtain of Wall Street and lays out a game-changing approach to investing: Muscular Portfolios, which are easy-to-use financial strategies you can set up yourself, even if you have no investment experience at all. Filled with helpful illustrations, compelling evidence, and simple, no-nonsense instructions, Muscular Portfolios is a resource, not a sales pitch. There are no financial products to buy, no secret formula to pay for. Everything is fully disclosed in bite-sized steps — and on a totally free website — that you can start using today to grow your wealth. Driven by cutting-edge investment research and backed by extensive market testing, Muscular Portfolios will revolutionize investing for families and individual investors.
The Intelligent Investor
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Author : Benjamin Graham
language : en
Publisher: Harpercollins
Release Date : 1985
The Intelligent Investor written by Benjamin Graham and has been published by Harpercollins this book supported file pdf, txt, epub, kindle and other format this book has been release on 1985 with Investments. categories.
Analyzes the principles of stock selection and various approaches to investing, and compares the patterns and behavior of specific securities under diverse economic conditions
Mobility And Biography
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Author : Sarah Panter
language : en
Publisher: Walter de Gruyter GmbH & Co KG
Release Date : 2015-12-14
Mobility And Biography written by Sarah Panter and has been published by Walter de Gruyter GmbH & Co KG this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-14 with History categories.
The subject of transnational lives has only recently gained importance in historical research. With its transnational approach to “mobility and biography,” this volume brings together research on aspects of mobility and biography across different times and spaces to open up new interdisciplinary perspectives. Networks, movements and the capacity to become socially or spatially mobile in and across Europe are not only analysed as structural factors, but rather seen as connected to concrete practices of mobility among different groups in the spheres of business, politics and the arts: from Jewish merchants via legal and financial advisors all the way to musicians.
Become Your Own Financial Advisor
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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.