Creating and Preserving Wealth

Creating and Preserving Wealth PDF Author:
Publisher:
ISBN:
Category :
Languages : en
Pages :

Get Book Here

Book Description

Creating and Preserving Wealth

Creating and Preserving Wealth PDF Author:
Publisher:
ISBN:
Category :
Languages : en
Pages :

Get Book Here

Book Description


Your Money Your Investments: Preserving and growing your wealth in good and tough times

Your Money Your Investments: Preserving and growing your wealth in good and tough times PDF Author: Dr. Ben Fok
Publisher: Marshall Cavendish International Asia Pte Ltd
ISBN: 9814928364
Category : Business & Economics
Languages : en
Pages : 161

Get Book Here

Book Description
The year 2020 marks the twelfth anniversary of the 2008 global recession. In the last decade, economies were seen to have weathered the global recession relatively well. From each financial crisis experienced, there is always something to be learned. However, one of the hardest parts of investing is to have control over one's emotions. The ups and downs in the stock market are perfectly normal and it is how an investor reacts to each of them that makes a difference in their investment strategy. Following on the success of the first edition, veteran financial adviser Dr Ben Fok offers rational, well-documented insights and tips on ways to maximise your returns for your hard earned money. The 36 articles featured here, previously published in The Sunday Times and The Business Times, were written during the times of bull and bear markets. It serves as a timely reminder of the importance of managing your money, and in particular financial planning, understanding the investment world and devising strategies to protect your investments.

Rich in America

Rich in America PDF Author: Jeffrey S. Maurer
Publisher: Wiley
ISBN: 9780471445487
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

Asset Protection

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

Get Book Here

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

The Generational Wealth System

The Generational Wealth System PDF Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 9780578256566
Category : Business & Economics
Languages : en
Pages : 258

Get Book Here

Book Description
A wealth management strategy book for those wishing to break free of the pitfalls and shortcomings of the retirement planning trap. This systematic approach to wealth transfer covers a holistic overview for accumulating, protecting and transferring wealth to the next generations. It's for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. It's also for those who have causes dear to their heart and wish to make a difference. This book is for those legacy makers that are looking beyond retirement. The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy. The Generational Wealth System described in this book is the systematic approach to preserving your wealth, lifestyle, and legacy.

Preserving Your Wealth

Preserving Your Wealth PDF Author: L. William Schmidt
Publisher: Bradford Publishing Company
ISBN: 1932779213
Category : Business & Economics
Languages : en
Pages : 292

Get Book Here

Book Description
An all-inclusive reference providing thorough explanations for the Colorado resident about the laws surrounding probate and how best to plan an estate. This guide helps residents understand the purpose of probate and how estate planning can preserve the fruits of their labors for the benefit of their families.

More Than Money

More Than Money PDF Author: Michael A. Cole
Publisher: John Wiley & Sons
ISBN: 1119264804
Category : Business & Economics
Languages : en
Pages : 198

Get Book Here

Book Description
A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.

Never Buy Another Stock Again

Never Buy Another Stock Again PDF Author: David Gaffen
Publisher: FT Press
ISBN: 0132564106
Category : Business & Economics
Languages : en
Pages : 255

Get Book Here

Book Description
Want to build long-term, sustainable wealth? Then stay out of the stock market! That’s radically different advice from what the "experts" have served up for decades... but look at the miserable results those pundits have delivered! Investors who’ve chosen equity-based buy-and-hold approaches have seen their assets decline dramatically: not just for a year, but often for decades. Fortunately, there are better ways to invest — and Never Buy Another Stock Again reveals them. Renowned Reuters financial journalist David Gaffen first explains why stocks are an even worse short- and long-term investment than you realize. Next, he shows how to create a balanced portfolio that reflects a "big-picture," holistic approach, intelligently incorporating cash, real estate, retirement funds, savings, and other holdings. Gaffen’s strategies rely primarily on investments outside the stock market, while identifying strictly limited roles for mutual funds and ETFs. Readers will learn how to: dramatically reduce investing costs that can kill your returns; invest in an environment where double-digit returns can never be expected; overcome huge flaws in conventional diversification strategies; and offset risks associated with existing equity ownership.

Estate Planning Secrets of the Affluent

Estate Planning Secrets of the Affluent PDF Author: Brenda L. Geiger
Publisher:
ISBN: 9781633850897
Category : Estate planning
Languages : en
Pages : 0

Get Book Here

Book Description


Coin Collecting: How to Identify, Value, Preserve and Grow Your Wealth (The Beginners’ Guide to Identifying & Preserving Your Collection)

Coin Collecting: How to Identify, Value, Preserve and Grow Your Wealth (The Beginners’ Guide to Identifying & Preserving Your Collection) PDF Author: Vincent Murray
Publisher: Vincent Murray
ISBN:
Category : Crafts & Hobbies
Languages : en
Pages : 171

Get Book Here

Book Description
Anyone attempting to start coin collecting quickly notices that it is more challenging an activity than many think. Not being able to find the coins you want, paying too high a price for a coin that is not worth as much as it is told, or even just making sure that you are buying a real coin can be really complex for the novice. Here’s just a little of what you’ll discover inside: · The True Value of Your Coins: Do You Have Some Coins Lying Around? Identify and Uncover their True Value with These Simple Instructions. · A Hobby That Whole Family Can Enjoy: Share Your Love of History with a Wonderful Hobby For Adults & Kids Alike. · Huge Mistakes Beginners Make: Learn when is Essential to Consult The Experts & Avoid Being Scammed. · Store Your Collection Like A Pro: Learn How To Easily Handle, Clean, & Store Your Coins To Prevent Rust or Damage. · And So Much More! In conclusion, if you're ready to embark on a new hobby and join the millions of people around the world who enjoy collecting coins. This comprehensive guide is the perfect starting and comprehensive coverage of all aspects of coin collecting, you'll soon be well on your way to building a stunning collection of your own.