MOMENTAN AUSVERKAUFT
Über dieses Produkt
Product Identifiers
PublisherCharlotte beyerdynamic
ISBN-100578145626
ISBN-139780578145624
eBay Product ID (ePID)203362921
Product Key Features
Educational LevelAdult & Further Education
Number of PagesXii, 120 Pages
Publication NameWealth Management Unwrapped : Unwrap What You Need to Know and Enjoy the Present
LanguageEnglish
SubjectPersonal Finance / General, Investments & Securities / General
Publication Year2014
TypeTextbook
AuthorCharlotte Beyer
Subject AreaBusiness & Economics
FormatTrade Paperback
Additional Product Features
Intended AudienceAdult Education
LCCN2014-949597
Dewey Edition23
IllustratedYes
Dewey Decimal332.6
SynopsisThe FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor. In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money. "Short. Candid. Fun and easy reading. Full of good advice and useful insights." -Charles D. Ellis, author Winning the Loser's Game "Beyer's advice is occasionally blunt-and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book." -Martin Fridson, Barron's "A masterpiece that every investor should read and own." -Lloyd Hascoe, Hascoe Associates Wealth Management Unwrapped is the accumulation of Beyer's extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: - What kind of investor am I? - What is the difference between an advisor and a money manager? - How do I know whom to trust? - Why should I care about conflicts of interest? - How do I know if I might not prefer being a do-it yourself investor? - What are the best questions to ask when interviewing an advisor? - How do I know if I can trust the firm's disclosure on fees?
LC Classification NumberHG179.5.B49 2014
