Increasing Investor Happiness with Holistic and Goal-Based Investment Advice PDF Download
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Author: Matthias Uhl
Publisher:
ISBN:
Category :
Languages : en
Pages :
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Book Description
A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.
Author: Matthias Uhl
Publisher:
ISBN:
Category :
Languages : en
Pages :
Get Book Here
Book Description
A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.
Author: ASHVIN B. CHHABRA
Publisher:
ISBN: 9780143454045
Category :
Languages : en
Pages : 0
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Book Description
Author: Tony Davidow
Publisher: McGraw-Hill Education
ISBN: 9781264268207
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
Get up to speed on the latest investing strategies, techniques, and products—and raise your game to a whole new level The financial services industry has undergone a major transformation over the last decade, including increased concerns from investors, the growth of the independent model, the growth of Robo-advisors, product evolution, increased market correlations—in addition to geopolitical risks, population growth, technological advances, and social tensions. Concepts like “Modern Portfolio Theory” aren’t modern anymore, and even Post-Modern Portfolio Theory has become passé. To succeed in today’s complex, uncertain world of investing, you need go beyond plain vanilla stocks, bonds, and mutual funds and embrace the latest investing tools and techniques—and that’s exactly what Goals-Based Investing helps you do. This unparalleled guide covers: The limitations with modern portfolio theory Behavioral Finance–overcoming biases The role and use of alternative investments (hedge funds, private equity, private credit, and real assets) in building better portfolios The growth of exchange-traded funds (ETFs) from “cheap beta” to “smart beta” Sustainable investing, also known as Environmental, Social, and Governance (ESG) investing Adopting a goals-based investing approach The future of wealth management Investing products have evolved significantly over the past two decades, making it easier than ever for you to access various segments of the market and unique asset classes. Goals-Based Investing examines product evolution and discusses how to use these tools to achieve your goals. With this forward-looking, one-of-a-kind investing guide, you have everything you need to navigate the investing jungle, avoid landmines, and generate solid, steady returns.
Author: Steven Atkinson
Publisher:
ISBN: 9780985808730
Category :
Languages : en
Pages :
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Book Description
Our goal in writing this book is to give you the tools you need to make smarter financial decisions and avoid the mistakes that too often trip up investors.
Author: Leeza Gibbons
Publisher: Rhg Media Productions
ISBN: 9780578602479
Category : Business & Economics
Languages : en
Pages : 210
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Book Description
Are you interested in investing in real estate but don't know how to get started? Are you already a real estate investor and can't figure out how to make this business less stressful for you? Investing in real estate is the safest, most consistent, and most proven way to build wealth in the United States, but it's not always a blissful experience. In this book I have gathered interviews I have done on my podcast by the same name with experts who understand how to build wealth blissfully. These were the conversations most loved by listeners of my show, and now you can have them at your fingertips anytime so you too can get expert advice on how to blissfully build wealth in real estate. In this book we will cover all the tools to build a holistic real estate business that supports the joy in your life. We talk about mind-set, emotional mastery, money smarts, and much more to ensure your success.The highly sought-after experts in this book include: Leeza Gibbons - How to be nice and hugely successfulSasha Barber - How to use your female intuition when investingJacquelin T.D. Huynh - How to build generational wealth for your childrenMark Willis - How to get out of debt and save for investingAmanda Holbrook - How to build wealth faster in a self-directed IRAKaren Briscoe - Common sense investing to make you rich!Maureen McCann - How to create blissful passive incomeChris Prefontaine - How to build cash, cashflow, and wealth using creative financing termsCrystal Mewhorter - The Mommy Strategy to build residual monthly incomeMark Podolsky - How to invest in land to create passive incomeFrancois Braine-Bonnaire - How international investors can invest in American real estateRebecca Hall Gruyter -How to manage your time to create bliss in your lifeEmma Auriemma-McKay - What to upgrade or change in a house to maximize livability and profitsJay Conner - How to get private money blissfullyMoneeka Sawyer - How to be a leader in your own life so you can create the real estate business of your dreamsIf you want to build wealth with real estate and enjoy the journey, purchase this book. Learning will begin your journey. Let this book inspire, educate, and uplift you. But don't stop there because goals without action are just dreams. So go out there, take action on what you learn, and create the life your heart most deeply desires
Author: Doug Lennick
Publisher: John Wiley & Sons
ISBN: 111943078X
Category : Business & Economics
Languages : en
Pages : 167
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Book Description
Smart financial decisions boost more than your bottom line—they'll make you healthier and happier too! Are you one of the 90% of people who are stressed about money? If so, you know it can take its toll on every part of your life. Financial health, physical health and happiness are profoundly interconnected. It's almost impossible to enjoy any one of these without the help of the other two. The authors describe this phenomenon as the intersection of money, health, and happiness. Leveraging Your Financial Intelligence will teach you a powerful values-based approach to achieving your most important life goals. As you take steps to improve your financial well-being, you'll discover that leveraging your financial intelligence will also fuel your physical and emotional well-being. Backed by the latest research findings in neuroscience, psychology, health, and cultural anthropology, the authors' invaluable advice focuses on the practical actions you can take to improve not just your finances, but your overall life satisfaction. You'll be inspired by meeting people from all walks of life who have leveraged their financial intelligence to build financial security, promote fitness and health, and increase their daily sense of happiness. Proven recommendations from the authors' work with countless clients, along with worksheets, self-assessments, and other tools will help you apply the book's concepts to enhance your own financial, physical and emotional health. Use the strategies presented in this book to leverage your financial intelligence in a way that's tailored to your individual circumstances and allows you to create your own extraordinary intersection of money, health, and happiness.
Author: Bari Tessler
Publisher: Parallax Press
ISBN: 1941529216
Category : Business & Economics
Languages : en
Pages : 298
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Book Description
An integrative 3-step approach to financial literacy that brings mindfulness, body-based awareness, and radical self-love to one of our most troublesome relationships—the one with our money "Bari Tessler adds an exciting, important voice to the money conversation...at once spiritual and practical, this is the education we've been waiting for." Lynne Twist, Author of The Soul of Money For many of us, the most challenging and upsetting relationship in our lives is with our finances, bringing feelings of shame or powerlessness. But Bari Tessler's unique 3-phase program creates the real possibility of "money healing" as a gateway to self-awareness and a training ground for compassion, confidence, and self-worth. Tessler's gentle, somatic techniques weave together emotional depth, big picture visioning, and refreshingly accessible, nitty-gritty money practices. She breaks it down into 3 phases of Deep Money Work: Money Healing: Healing money shame, money rituals, the body check-in, and letting go Money Practices: Money as a self-care practice, values-based bookkeeping, and the spiritual side of a money practice Money Maps: The 3-Tier Money Map designed to evolve with you over time, making good money decisions, and your money legacy Guiding readers through their own step-by-step journey, The Art of Money will help anyone transform their relationship with money and, in so doing, transform their life. Also check out The Art of Money Workbook for more insights and teachings
Author: Alex Edmans
Publisher: Cambridge University Press
ISBN: 1009062719
Category : Business & Economics
Languages : en
Pages : 541
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Book Description
Should companies be run for profit or purpose? This book shows how they can deliver both-based on rigorous evidence and an actionable framework. This edition, updated to include the pandemic and latest research, explains how managers, investors and citizens can put purpose into practice-and overcome the difficult trade-offs that hold them back.
Author: Andrew Hallam
Publisher: John Wiley & Sons
ISBN: 1119411890
Category : Business & Economics
Languages : en
Pages : 416
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Book Description
Build your strongest-ever portfolio from anywhere in the world Millionaire Expat is a handbook for smart investing, saving for retirement, and building wealth while overseas. As a follow-up to The Global Expatriate's Guide to Investing, this book provides savvy investment advice for everyone—no matter where you're from—to help you achieve your financial goals. Whether you're looking for safety, strong growth, or a mix of both, index funds are the answer. Low-risk and reliable, these are the investments you won't hear about from most advisors. Most advisors would rather earn whopping commissions than follow sound financial principles, but Warren Buffett and Nobel Prize winners agree that index funds are the best way to achieve market success—so who are you ready to trust with your financial future? If you want a better advisor, this book will show you how to find one; if you'd rather go it alone, this book gives you index fund strategies to help you invest in the best products for you. Learn how to invest for both safety and strong returns Discover just how much retirement will actually cost, and how much you should be saving every month Find out where to find a trustworthy advisor—or go it alone Take advantage of your offshore status to invest successfully and profitably Author Andrew Hallam was a high school teacher who built a million-dollar portfolio—on a teacher's salary. He knows how everyday people can achieve success in the market. In Millionaire Expat, he tailors his best advice to the unique needs of those living overseas to give you the targeted, real-world guidance you need.
Author: Justin Donald
Publisher: Sristhi Publishers & Distributors
ISBN: 9390441358
Category : Self-Help
Languages : en
Pages : 280
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Book Description
We all want to make more money, that too with minimum effort and without too much hassle. Ever wondered what life would be like if we had a simple, proven system to create cash flow and generate real wealth with little risk or complexity? This book helps you: • Manage your finances better, by directing you to a well-structured plan • Reduce investment-related risks • Create a sturdy cash flow • Streamline passive cash flow to multiply your wealth Get set to live life on your own terms, and fulfil all that you aimed to achieve. "Warren Buffett of Lifestyle Investing." – Entrepreneur Magazine
