Affluent Investor

Affluent Investor PDF Author: Phil DeMuth
Publisher: Barrons Educational Series
ISBN: 9780764165641
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

Affluent Investor

Affluent Investor PDF Author: Phil DeMuth
Publisher: Barrons Educational Series
ISBN: 9780764165641
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

High-net-worth Psychology

High-net-worth Psychology PDF Author: Russ Alan Prince
Publisher:
ISBN:
Category : Affluent consumers
Languages : en
Pages : 314

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Book Description


Wealthy by Design

Wealthy by Design PDF Author: Kimberly Foss
Publisher: Greenleaf Book Group
ISBN: 1608325741
Category : Business & Economics
Languages : en
Pages : 193

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Book Description
The most powerful word in wealth building is choice. Too often, we limit our financial future based on conventional wisdom — on what we’ve heard from the media, or the tropes that we have trained ourselves to believe based on our situation or past. Financial freedom starts with understanding your personal financial drivers. It starts with taking control of your money and leveraging it to create your ideal future — not somebody else’s version of success. In her New York Times Bestseller, Wealthy by Design, Kimberly Foss offers the insight and tools you need to confidently design a sound investment plan that empowers you to make your own choices. By outlining the five, foundational principles of investing, Kimberly prepares readers to map their course with conviction and integrity. Drawing on her vast career of advising clients from all financial backgrounds, as well as her own rise from humble beginnings, Kimberly frames her advice around powerful and enlightening stories — and through them, you will learn how to leverage personality, situation and belief, while applying proven wealth-building strategies to fulfill your needs and dreams for the future. Discover financial empowerment and harness the power of choice, in five easy steps.

The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom

The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom PDF 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

Affluent for Life

Affluent for Life PDF Author: Ted Ridlehuber
Publisher: Charter Financial Publishing Network
ISBN: 9780976657415
Category : Finance, Personal
Languages : en
Pages : 0

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Book Description
From one of America's most respected authorities on wealth management, a refreshingly straight-forward book that explains the 12 issues essential for expanding and protecting a person's net worth. Affluent for Life informs readers how to increase wealth without taking on uncomfortable risk; how to preserve wealth for children; how to give wealth wisely to charity; and the estate at death. This book explains the concepts and strategies essential for any discussion with financial professionals.

The Affluent Investor

The Affluent Investor PDF Author: Stephen P. Rappaport
Publisher: Prentice Hall
ISBN:
Category : Business & Economics
Languages : en
Pages : 232

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Book Description


The Family Office Book

The Family Office Book PDF Author: Richard C. Wilson
Publisher: John Wiley & Sons
ISBN: 1118233263
Category : Business & Economics
Languages : en
Pages : 342

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Book Description
Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

The Overtaxed Investor

The Overtaxed Investor PDF Author: Phil Demuth
Publisher: Cwm LLC
ISBN: 9780997059625
Category : Business & Economics
Languages : en
Pages : 240

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Book Description
Taxes Come First The 2017 Trump Tax Cuts and Jobs Act has lowered tax rates for the beleaguered American taxpayer. We live in a Golden Age of Taxes. The clock is ticking. The Trump tax cuts are slated to expire in 2025, while a regime change in Washington could undo them as early as 2021. Like grave robbers opening King Tut's tomb, Congress -- with no debate or public discussion -- plans to raid your retirement accounts for even more money under the so-called "SECURE" Act. Hang on to your wallet. Nationally recognized investment advisor Phil DeMuth decrypts the 73,954 pages of tax code to show you where the trip-wires lie. He offers simple rules of thumb to navigate the minefield, all in sparkling English. If you aren't playing the long game with your taxes now, you are sending a valentine to the U.S. Treasury every April 15 with a needlessly fat check attached. DeMuth shows how to safely pare your investment tax bill down to the legal minimum requirement. It adds up to a small fortune that would be better spent on your life, your family, and your retirement.

A Wealth of Common Sense

A Wealth of Common Sense PDF Author: Ben Carlson
Publisher: John Wiley & Sons
ISBN: 1119024927
Category : Business & Economics
Languages : en
Pages : 231

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Book Description
A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.

The Guide to Passive Income

The Guide to Passive Income PDF Author: Andrew Lanoie
Publisher:
ISBN: 9780578882215
Category :
Languages : en
Pages :

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Book Description