Wealth Management Unwrapped, Beyer, Charlotte B.

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Características del artículo

Estado
En muy buen estado: Libro que se ha leído y que no tiene un aspecto nuevo, pero que está en un ...
Book Title
Wealth Management Unwrapped
ISBN
0578145626
EAN
9780578145624
Release Title
Wealth Management Unwrapped
Artist
Beyer, Charlotte B.
Brand
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Product Identifiers

Publisher
Charlotte beyerdynamic
ISBN-10
0578145626
ISBN-13
9780578145624
eBay Product ID (ePID)
203362921

Product Key Features

Educational Level
Adult & Further Education
Number of Pages
Xii, 120 Pages
Publication Name
Wealth Management Unwrapped : Unwrap What You Need to Know and Enjoy the Present
Language
English
Subject
Personal Finance / General, Investments & Securities / General
Publication Year
2014
Type
Textbook
Author
Charlotte Beyer
Subject Area
Business & Economics
Format
Trade Paperback

Additional Product Features

Intended Audience
Adult Education
LCCN
2014-949597
Dewey Edition
23
Illustrated
Yes
Dewey Decimal
332.6
Synopsis
The 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 Number
HG179.5.B49 2014

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