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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: 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: Robert Pagliarini
Publisher: Dog Ear Publishing
ISBN: 9780990571506
Category : Business & Economics
Languages : en
Pages : 324
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Book Description
Robert's book is the Bible of sudden wealth. So read it now!" MARY BUFFETT, New York Times bestselling author of Buffettology Up to 90% of sudden wealth is lost according to research. Why? What makes sudden wealth so different and so fleeting for so many people? And more importantly, how can you avoid the unforeseen dangers and mistakes even the most money-smart and sophisticated people often make? Sudden wealth is a roller coaster ride of emotions from the highest highs to the lowest lows. Sudden wealth is often portrayed as creating dire consequences for its recipients, but it can be an amazing opportunity that improves your life and those around you. I ve worked with enough sudden wealth clients over the years to see patterns what works and what doesn t. With proper guidance and a willingness to stick to the 12 Principles outlined in this book, you can avoid the common pitfalls that so often destroy money, and instead transform your sudden wealth into lasting wealth to create a better life for yourself and others. Here are just a few things you ll learn in The Sudden Wealth Solution: What does sudden wealth and surviving a disaster have in common? This one idea can help protect your money for generations. Learn about the three sudden wealth stages and what they mean. Never be caught off guard again. Learn just one sentence for when someone asks you for a loan or to invest in a project. Should you avoid making decisions after getting your sudden wealth? No. Doing so could cost you millions and be disastrous. Discover the decisions you are safe to make and those you must not make right after getting your windfall. Learn what time of day you should schedule phone calls and meetings with your advisors. Learn an effective and step-by-step method to choose the right attorney, CPA, and financial advisor for you. Read about the 8 key rules you can use to evaluate every financial advisor you interview. What's a Driver vs. a Passenger? You'll understand how this can help you make the important decisions. Overwhelmed and not sure what to do? Learn how to relax and start making progress. You might be surprised about the places you shouldn't look for an advisor. Certain money beliefs can make it nearly impossible to create lasting wealth. Learn which money beliefs you have and how to reset them. What to communicate immediately to friends and family after receiving sudden wealth. Copy a short note from the book that you can email to friends and family that puts you in control. Does it ever make sense to stretch the truth? You'll read why it just might."
Author: Tim Kochis
Publisher: John Wiley & Sons
ISBN: 1119131588
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws Revised coverage of derivatives strategies and more examples of potential blind spots Tactics to convince some clients to diversify their portfolios and optimize their wealth Techniques to exploit concentration in pursuance of greater wealth They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.
Author: Wesley R. Gray
Publisher: John Wiley & Sons
ISBN: 111907150X
Category : Business & Economics
Languages : en
Pages : 230
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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!
Author: Amy Buttell
Publisher:
ISBN: 9781728824857
Category :
Languages : en
Pages : 156
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Book Description
Embracing retirement on your terms means retiring with confidence and dignity. In Cookie Cut This!, retirement income specialist Steve Caruso empowers you to create well-defined retirement goals and ensure those are appropriately funded with sufficient income. Avoiding model portfolios and other cookie-cutter solutions, Steve collaborates with families to craft unique retirement income strategies to meet your needs. Through his disciplined process, Steve creates retirement distribution plans that provide you with the certainty you need to engage with retirement on your terms. Don't settle for anything less--learn how an appropriate retirement distribution strategy can set you on the road to retirement readiness today.Stephen Caruso, JD, is the President and Founder of New York City based Laurel Wealth Solutions. He is affiliated with Belpointe Asset Management as a Senior Wealth Manager and has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to educate clients on financial issues such as covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy. Stephen is a sought after speaker and has been brought in to train advisors at some of the largest financial firms and insurance companies. He presents all around the country at Universities and prestigious venues such as the United Nations. He holds a Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a non-practicing member of the California Bar Association.
Author: Leonard Rhoades
Publisher:
ISBN: 9781097599264
Category :
Languages : en
Pages : 121
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Book Description
The Informed Retiree was written to enlighten readers to the nuances, ideologies, propaganda and realisms of retirement. There is an endless supply of information to be influenced by in the new millennium. More than ever before in the history of mankind has information been delivered with lightning-fast speed. This is true within the foundations of the financial markets throughout the world; it's true for those searching for answers to their retirement questions; and it's true for those marketing to retirees for whatever products they are offering. "Be Informed, not influenced" - this is the overall theme of the book. It should assist readers to appreciate just how many different scenarios can affect a retirement strategy, and most importantly, their income.If you're like most retirees that are looking to spend their retirement years with less anxiety than they were accustomed to while working and raising their family, this book is designed to provide enlightenment into the process to begin that life. What are the potential obstacles and roadblocks to a successful retirement in the coming years? Will certain market influences such as interest rates continue to drag on retirement portfolios, and if so, for how long? How do some retire successfully, while others seem to struggle? Was the focus or the advice wrong? My hope is that this book, The Informed Retiree, will assist a retiree in some way for the good. Remember, be informed and not influenced. Understand the different business models that make up the financial industry and how they will work for or against your retirement. Lastly, remember it's your retirement and your money. Do with both how you've dreamed!Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Global Wealth Solutions and JWCA are unaffiliated entities.
Author: Stephen M. Horan
Publisher: John Wiley & Sons
ISBN: 0470381132
Category : Business & Economics
Languages : en
Pages : 578
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Book Description
An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.
Author: Daniel T. Jones
Publisher: Simon and Schuster
ISBN: 1471111016
Category : Business & Economics
Languages : en
Pages : 232
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Book Description
A massive disconnect exists today between consumers and providers. As consumers, we have a greater selection of higher quality goods and services to choose from, yet our experience of obtaining and using these items is more frustrating than ever. At the same time, companies find themselves with declining customer loyalty, greater challenges in fulfilling orders, and a general sense of dissatisfaction in connecting with their customers. In LEAN SOLUTIONS, lean production experts Womack and Jones show consumers and companies alike how they can align their goals to achieve greater value with less waste.
Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :
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Book Description
Author: Arthur J. Keown
Publisher: Pearson Higher Ed
ISBN: 0133062309
Category : Business & Economics
Languages : en
Pages : 675
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Book Description
This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Through the presentation of the Ten Fundamental Principles of Personal Finance, this text empowers students with the knowledge they need to successfully make and carry out a plan for their own financial future.
