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Author: J. Ted Oakley
Publisher: Greenleaf Book Group
ISBN: 1632997681
Category : Business & Economics
Languages : en
Pages : 68
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Book Description
The continued quest for financial balance The one factor that weighs most on investor peace of mind is balance. It seems like such a simple premise—just a comfortable, equitable relationship between elements. We seek it in every area of our lives—between work and rest, between health and indulgence, between being aggressive and being passive. But balance isn’t always easy to find or choose—especially when it comes to money. Somehow a lot of people have a much harder time saying no to risky investments than they do to an extra slice of cake or one too many cocktails—even though the fallout of one terrible investment mistake can last a lifetime. Here’s the bare-bones truth: If you are an investor, somewhere along the line you need to get settled with the way you manage your assets, finding the balance that allows you to both achieve gains and be at ease with your strategy. If you don’t, you’ll end up an emotional mess—always looking back, wondering what if, bogged down with regret. You could spend years chasing and losing. That’s not just a worst-case scenario—it’s a reality I see investors living every day. In Stay Rich with a Balanced Portfolio, Ted Oakley explores the concepts and strategies every investor should consider in the continuous quest for financial balance and the confidence that comes with it.
Author: J. Ted Oakley
Publisher: Greenleaf Book Group
ISBN: 1632997681
Category : Business & Economics
Languages : en
Pages : 68
Get Book
Book Description
The continued quest for financial balance The one factor that weighs most on investor peace of mind is balance. It seems like such a simple premise—just a comfortable, equitable relationship between elements. We seek it in every area of our lives—between work and rest, between health and indulgence, between being aggressive and being passive. But balance isn’t always easy to find or choose—especially when it comes to money. Somehow a lot of people have a much harder time saying no to risky investments than they do to an extra slice of cake or one too many cocktails—even though the fallout of one terrible investment mistake can last a lifetime. Here’s the bare-bones truth: If you are an investor, somewhere along the line you need to get settled with the way you manage your assets, finding the balance that allows you to both achieve gains and be at ease with your strategy. If you don’t, you’ll end up an emotional mess—always looking back, wondering what if, bogged down with regret. You could spend years chasing and losing. That’s not just a worst-case scenario—it’s a reality I see investors living every day. In Stay Rich with a Balanced Portfolio, Ted Oakley explores the concepts and strategies every investor should consider in the continuous quest for financial balance and the confidence that comes with it.
Author: J. Ted Oakley
Publisher: Greenleaf Book Group
ISBN: 1632994283
Category : Business & Economics
Languages : en
Pages : 60
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Book Description
Know thyself One of the biggest and most glaring pitfalls new investors face is not knowing their own money mentality, especially when it comes to risk. They don’t have enough experience to know their comfort level, and so they make mistakes like buying aggressively at the top, selling in desperation at the bottom, and—the cardinal sin—leveraging funds that should be set aside for long-term peace of mind. Things don’t have to play out this way. Investors can do better. One of the biggest steps in the right direction is taking time to make an honest assessment of your risk tolerance. Chances are, it’s a more complicated issue than it seems on the face of things. In Your Money Mentality, Ted Oakley explores common investor profiles, types of risk, considerations in your self-assessment, and what steps you can take to ensure the guidance you’re receiving matches your priorities. Risk tolerance is at the heart of most money decisions, and learning to know yourself will make you a better investor and a better partner for the people you trust to give you financial guidance.
Author: J. Ted Oakley
Publisher: Greenleaf Book Group
ISBN: 1632993120
Category : Business & Economics
Languages : en
Pages : 68
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Book Description
Change Your Mindset and Stay Wealthy Getting rich and staying rich are two totally different challenges. Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation—and many don’t make it that far. Most people don’t realize that the mindset you need to achieve wealth is not the same as the one you need to protect it. If you want to hang on to your wealth throughout your lifetime, and especially if you want to pass it on to future generations, this book about the psychology of staying rich will start you down the right road. Ted Oakley offers a no-nonsense, no-gimmick assessment customized to high net worth families with the most to lose.
Author: Catherine S. McBreen
Publisher: Penguin
ISBN: 9781591841753
Category : Business & Economics
Languages : en
Pages : 270
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Book Description
Counsels everyday investors on how to acquire wealth that can be sustained throughout subsequent generations, in a guide based on research into America's millionaire families that reveals how they invest, where they work, and how they plan their estates. 30,000 first printing.
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: Toby Unwin
Publisher: Element Limited
ISBN: 0972981446
Category :
Languages : en
Pages : 236
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Book Description
"Wealth Without Fear" is not a get-rich-quick book--it's a stay-rich-forever book. Written in an easy-to-understand style, Unwin tells even novice investors how to keep their money and make it grow.
Author: Andrew Hallam
Publisher: John Wiley & Sons
ISBN: 1119356326
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
Adopt the investment strategy that turned a school teacher into a millionaire Millionaire Teacher shows you how to achieve financial independence through smart investing — without being a financial wizard. Author Andrew Hallam was a high school English teacher. He became a debt-free millionaire by following a few simple rules. In this book, he teaches you the financial fundamentals you need to follow in his tracks. You can spend just an hour per year on your investments, never think about the stock market's direction — and still beat most professional investors. It's not about get-rich-quick schemes or trendy investment products peddled by an ever-widening, self-serving industry; it's about your money and your future. This new second edition features updated discussion on passive investing, studies on dollar cost averaging versus lump sum investing, and a detailed segment on RoboAdvisors for Americans, Canadians, Australians, Singaporeans and British investors. Financial literacy is rarely taught in schools. Were you shortchanged by your education system? This book is your solution, teaching you the ABCs of finance to help you build wealth. Gain the financial literacy to make smart investment decisions Learn why you should invest in index funds Find out how to find the right kind of financial advisor Avoid scams and flash-in-the-pan trends Millionaire Teacher shows how to build a strong financial future today.
Author: MR Mebane T Faber
Publisher: Mebane Faber
ISBN: 9780988679924
Category :
Languages : en
Pages : 132
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Book Description
With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture? Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes. But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalio's All Weather portfolio, the Endowment portfolio, Warren Buffett's suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures. And yet, while we are all busy paying close attention to our portfolio's particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...
Author: Robert T. Kiyosaki
Publisher: Business Plus
ISBN: 0759521468
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
Rich Dad's Guide to Investing is a guide to understanding the real earning power of money by learning some of the investing secrets of the wealthy.
Author: Elroy Dimson
Publisher: Princeton University Press
ISBN: 9780691091945
Category : Business & Economics
Languages : en
Pages : 352
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Book Description
Investors have too often extrapolated from recent experience. In the 1950s, who but the most rampant optimist would have dreamt that over the next fifty years the real return on equities would be 9% per year? Yet this is what happened in the U.S. stock market. The optimists triumphed. However, as Don Marquis observed, an optimist is someone who never had much experience. The authors of this book extend our experience across regions and across time. They present a comprehensive and consistent analysis of investment returns for equities, bonds, bills, currencies and inflation, spanning sixteen countries, from the end of the nineteenth century to the beginning of the twenty-first. This is achieved in a clear and simple way, with over 130 color diagrams that make comparison easy. Crucially, the authors analyze total returns, including reinvested income. They show that some historical indexes overstate long-term performance because they are contaminated by survivorship bias and that long-term stock returns are in most countries seriously overestimated, due to a focus on periods that with hindsight are known to have been successful. The book also provides the first comprehensive evidence on the long-term equity risk premium--the reward for bearing the risk of common stocks. The authors reveal whether the United States and United Kingdom have had unusually high stock market returns compared to other countries. The book covers the U.S., the U.K., Japan, France, Germany, Canada, Italy, Spain, Switzerland, Australia, the Netherlands, Sweden, Belgium, Ireland, Denmark, and South Africa. Triumph of the Optimists is required reading for investment professionals, financial economists, and investors. It will be the definitive reference in the field and consulted for years to come.
