How to Protect Your Assets and Preserve Your Hard Earned Capital

How to Protect Your Assets and Preserve Your Hard Earned Capital PDF Author: Antonio TJ Hines
Publisher: eBookIt.com
ISBN: 1456628127
Category : Education
Languages : en
Pages : 48

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Book Description
This book is written for the everyday individual as an eye opener what is currently going on in the financial markets. The author reveals and discloses what your broker, banker and or mutual fund manager is not telling you. Secrets! We’ve all been duped into thinking the traditional model of investing is the way to go. It’s called psychological influence. There is a serious issue right now in our society. 72% of Americans born between the years of 1946-1964, are going back into the work force. You see it everyday. Grandma’s and Grandpa’s working at the cash registers in your local grocery store. How could this be? This is the result of not having the right financial education to assist in proper planning for protecting, growing and preserving their nest eggs. 53% of American households will not have enough for retirement. It’s true. That’s over half of the American population. The Securites & Exchange Commission conducted a study saying half of investors didn’t understand or realize the different levels of care that were provided between brokers, mutual fund managers, bankers and fidiciuaries. That’s a huge problem. The objective of this book is to get the reader to understand what they may not know now, as well as the many options available for you to ride your life right off into the sunset by lowering your risk and increasing your yields in half the time it would in a traditional model. The author reveals the ultimate solution to sustaining your same lifestyle, a healthy lifestyle for years to come. The author understands the value of the family name and the legacy most people want to leave behind. Let the truth be told, most investors are losing more than their making, simply by not being aware. After reading this short impactful book, the reader will be equipped with knowledge on how to protect, grow and preserve their assets for years to come, with a unique investing model that has been around for decades upon decades.

How to Protect Your Assets and Preserve Your Hard Earned Capital

How to Protect Your Assets and Preserve Your Hard Earned Capital PDF Author: Antonio TJ Hines
Publisher: eBookIt.com
ISBN: 1456628127
Category : Education
Languages : en
Pages : 48

Get Book Here

Book Description
This book is written for the everyday individual as an eye opener what is currently going on in the financial markets. The author reveals and discloses what your broker, banker and or mutual fund manager is not telling you. Secrets! We’ve all been duped into thinking the traditional model of investing is the way to go. It’s called psychological influence. There is a serious issue right now in our society. 72% of Americans born between the years of 1946-1964, are going back into the work force. You see it everyday. Grandma’s and Grandpa’s working at the cash registers in your local grocery store. How could this be? This is the result of not having the right financial education to assist in proper planning for protecting, growing and preserving their nest eggs. 53% of American households will not have enough for retirement. It’s true. That’s over half of the American population. The Securites & Exchange Commission conducted a study saying half of investors didn’t understand or realize the different levels of care that were provided between brokers, mutual fund managers, bankers and fidiciuaries. That’s a huge problem. The objective of this book is to get the reader to understand what they may not know now, as well as the many options available for you to ride your life right off into the sunset by lowering your risk and increasing your yields in half the time it would in a traditional model. The author reveals the ultimate solution to sustaining your same lifestyle, a healthy lifestyle for years to come. The author understands the value of the family name and the legacy most people want to leave behind. Let the truth be told, most investors are losing more than their making, simply by not being aware. After reading this short impactful book, the reader will be equipped with knowledge on how to protect, grow and preserve their assets for years to come, with a unique investing model that has been around for decades upon decades.

DIY Financial Advisor

DIY Financial Advisor PDF Author: Wesley R. Gray
Publisher: John Wiley & Sons
ISBN: 1119124913
Category : Business & Economics
Languages : en
Pages : 224

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Book Description
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!

Smarter Investing

Smarter Investing PDF Author: Tim Hale
Publisher: Pearson UK
ISBN: 027378966X
Category : Business & Economics
Languages : en
Pages : 293

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Book Description


6 Hour Guide to Protecting Your Assets

6 Hour Guide to Protecting Your Assets PDF Author: Martin M. Shenkman
Publisher: John Wiley & Sons
ISBN: 9780471430575
Category : Business & Economics
Languages : en
Pages : 308

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Book Description
SIMPLE, AFFORDABLE STEPS YOU CAN TAKE TO PROTECT WHAT'S YOURS By the time you're named as a defendant in a lawsuit or divorce proceeding, it may be too late to protect your assets. The time to shield the hard-won fruits of your labor is now! Fortunately, protecting your assets can be much easier and far less expensive than you think. In this complete, practical, and easy-to-follow guide, leading tax and estate planning attorney and bestselling author Martin Shenkman presents the steps you can and should take to protect your home, your savings, and other assets from creditors, litigants, and divorce. Shenkman explains the essential concepts of protecting what you own from malpractice claims, lawsuits, and divorce. This book offers step-by-step guidance in determining which asset-protection strategies and techniques are right for you. You'll learn numerous legal and effective methods you can use to: * Protect your personal assets from business and professional claims * Protect your assets and your heirs' assets from divorce * Minimize your risk of lawsuits and other claims against your assets * Create limited partnerships and LLCs to protect your assets * Make your home-based business judgment-proof * Use domestic trusts to protect against lawsuits * Secure real estate and stock holdings against lawsuits

Wealth Secrets of the Affluent

Wealth Secrets of the Affluent PDF Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0470282177
Category : Business & Economics
Languages : en
Pages : 401

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Book Description
Wealth Secrets of the Affluent reveals the ten "keys" to financial success that affluent families have used for decades. This is a must read for anyone who earns over $150,000 per year or any family that is worth over $2,000,000, as well as any advisor who makes a living assisting wealthy clients or would like to attract wealthy clients with more appropriate--and more effective--advice. There are specific strategies used to achieve unparalleled wealth, and this book puts them in perspective.

Wealth Protection

Wealth Protection PDF Author: Christopher R. Jarvis
Publisher: John Wiley & Sons
ISBN: 0471433543
Category : Business & Economics
Languages : en
Pages : 418

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Book Description
"As an asset protection lawyer, I think Mandell and Jarvis brilliantly explain the most effective wealth protection strategies. A must-read for advisors and clients alike." -Arnold S. Goldstein, PhD, LLM, JD author, Asset Protection Secrets "I really appreciate the 'Risk Factor Analysis.' It is a unique tool for diagnosing-and then solving-some of the toughest problems in maintaining and protecting your wealth." -Gordon Klein, JD, CPA, lecturer, UCLA's Anderson Graduate School of Management, frequent CNBC Commentator "Chris and David's concept of a 'Personal Economy' should be heeded by every individual investor. If you want to grow and shield what's yours, this book is a great start." -Jonathan Guryan, PhD, Asst. Professor of Economics University of Chicago Graduate School of Business The interest in protecting one's wealth is universal. Wealth Protection: Build and Preserve Your Financial Fortress serves as the ultimate handbook for readers who want to build their family's financial fortress and shield it from potential risks.

Keep What You Earn

Keep What You Earn PDF Author: Terry Coxon
Publisher: Crown Business
ISBN: 9780812928280
Category : Business & Economics
Languages : en
Pages : 372

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Book Description
Some investors pay little or no tax on their income; their wealth grows faster and faster and gives them more cash to spend. Some families hand down large fortunes without paying a gift or estate tax. And some know how to turn their easy-to-seize investments into wealth that would be repellent to someone thinking of suing them. Keep What You Earn tells the secrets of these canny investors--and shows how any other investor can use them, too.

Exiting Your Business, Protecting Your Wealth

Exiting Your Business, Protecting Your Wealth PDF Author: John M. Leonetti
Publisher: John Wiley & Sons
ISBN: 0470400706
Category : Business & Economics
Languages : en
Pages : 259

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Book Description
Written by John Leonetti—attorney, wealth manager, merger and acquisition associate, and fellow exiting business owner in his own right—Exiting Your Business, Protecting Your Wealth will guide you in thoughtfully planning out your exit options as well as helping you analyze your financial and mental readiness for your business exit. Easy to follow and essential for every business owner, this guide reveals how to establish an exit strategy plan that is in harmony with your goals.

Asset Protection

Asset Protection PDF Author: Jay Adkisson
Publisher: McGraw Hill Professional
ISBN: 0071505474
Category : Business & Economics
Languages : en
Pages : 337

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Book Description
Strategies that are effective and legal for putting one’s assets safely out of reach In today’s increasingly litigious world, the shielding of assets has become a prominent issue for financial planners, business owners, and high-net-worth individuals. Asset Protection details methods that are both legally and morally legitimate for protecting one’s assets from creditors, lawsuits, and scams. Bringing economic common sense and legitimacy to an area that is drowning in gimmickry, two of today’s top lawyers examine the fundamental issues in this growing area, avoiding dense legalese to make the book accessible to anyone. Asset Protection covers everything readers want to know about: Establishing an effective asset protection program Today’s most popular, established strategies Newer strategies that are still being resolved by the courts

Beyond the Basics

Beyond the Basics PDF Author: Sammy Azzouz
Publisher: Greenleaf Book Group
ISBN: 1632992795
Category : Business & Economics
Languages : en
Pages : 192

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Book Description
A Framework for Sustained Capital Growth If you already know the financial planning basics, the fundamentals, and the mistakes to avoid but are uncertain of what comes next to increase your wealth, this book is for you. Most personal finance books fall into one of two categories. Some cover the basics: the smart use of credit cards, debt management, buying a home, how mortgages work, and starting to save early. Some deal with managing your own money by trying to turn you into an investment genius, leaving you under the impression that just by following a few simple formulas or spending a few hours a week, you will beat the pros in an extremely competitive arena. Too few books present a comprehensive approach that takes you beyond the basics and focuses on the key decisions that will increase your wealth. Sammy Azzouz wrote this book to help bridge that gap—to provide an individual capital allocation framework for successful people who are looking for what to do next.