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Author: Bill Martin CFA
Publisher: Harriman House Limited
ISBN: 0857195840
Category : Business & Economics
Languages : en
Pages : 254
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Book Description
Author: Bill Martin CFA
Publisher: Harriman House Limited
ISBN: 0857195840
Category : Business & Economics
Languages : en
Pages : 254
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Book Description
Author: Judy Paradi
Publisher:
ISBN: 9781999107109
Category :
Languages : en
Pages : 150
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Book Description
Set to control more than 67% of financial assets by 2020, women represent the opportunity of a lifetime for forward-thinking financial advisors. But tapping into this huge opportunity is not intuitive -- the skills required to win female clients remain a mystery to many. INVEST(in)HER demystifies the process - and makes learning the skills easy.
Author: Charles A. Jaffe
Publisher: John Wiley & Sons
ISBN: 0470624779
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide Helps you determine the kind of advisor best-suited for your situation Provides interview questions, discusses what credentials really mean, and which are important Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.
Author: Hugh Massie
Publisher:
ISBN: 9781532855139
Category :
Languages : en
Pages : 70
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Book Description
A Guide to Understanding Behavioral Finance for Financial Advisors.When financial advisors want to understand more deeply why investors make irrational financial choices, they will likely be faced with an endless supply of academic-based behavioral finance and economics research. In the fast developing world of "behavioral finance," advisors who are seeking to understand an investor's unique financial decision-making behavior at a deeper level might lack the knowledge, diagnostic tools and application guidelines to reliably do so. This guide is intended to provide financial advisors with a practical understanding of the psychology, emotions and biases that significantly influence investors' imperfect decision-making patterns. Further, the guide will help advisors to address their own biases that will need to be managed when advising investors. Very often, without a heightened level of personal awareness, the advisor's blind-spots can lead to clients "eating" their behavior with the result of subpar outcomes. Ultimately, the behavioral insights information in this guide will assist financial advisors to improve the quality and rationality of investor decision-making, thereby helping the client achieve their goals and taking the financial planning process to a new level.
Author: Bert Whitehead
Publisher: Sterling Publishing Company, Inc.
ISBN: 9781402766893
Category : Business & Economics
Languages : en
Pages : 244
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Book Description
For many of us, planning our own financial future presents pitfalls at every turn, because the truth is, when it comes to money, we are not always rational. Now you can take control of your economic life with confidence. Bert Whitehead, one of the top money-management advisors in America, gives you all the information you need to manage your wealth wisely by relying on your strongest asset-yourself. Book jacket.
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: Eric D. Brotman, CFP®
Publisher: Author House
ISBN: 1496911245
Category : Business & Economics
Languages : en
Pages : 209
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Book Description
In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)
Author: Mike Garry
Publisher:
ISBN: 9780991258710
Category :
Languages : en
Pages :
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Book Description
Author: Ron L. Deal
Publisher: Baker Books
ISBN: 1493421859
Category : Religion
Languages : en
Pages : 224
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Book Description
Money issues are a frequent source of conflict in all marriages. But blended families are a monetary minefield. Debts, bills, and child support payments from previous relationships often influence the finances of a blended family. And planning for college expenses, retirement, and inheritance gets even more complicated in remarriage. These issues can explode couple unity and blow up developing family harmony. However, proper blended family money management can make money an asset to your relationship, not a liability. The authors use over 50 years of combined financial planning and blended family educational experience to help you envision your combined financial future and plan for how you'll get there. You'll discover practical ways to merge your current financial realities and protect your marriage while doing so. Get real-world financial advice specific to unique blended family legal and relational matters so you can provide for your family both now and in the future.
Author: Kerry Hannon
Publisher: Post Hill Press
ISBN: 1682614344
Category : Business & Economics
Languages : en
Pages : 386
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Book Description
The loss of a spouse or partner is traumatic and having to deal with money issues can be challenging. To rebuild your life, you need to get a grip on your finances as quickly as possible. That means figuring out your sources of income, devising a budget, and much more. Making the effort to learn about money will give you the knowledge and confidence to handle your own finances. Financial security is personal freedom. Money Confidence provides practical, can-do advice that covers the gamut from creating a budget that works to investing, where to turn for financial advice and estate planning. In addition, it will include a short tutorial on Kerry’s 3-part financial fitness plan: How to get financially, physically, and spiritually fit. These three steps are at the core of building a rich, independent life. Money Confidence provides divorced or widowed women with essential information that can transform their lives. This book should be viewed as a survival kit to help you protect the assets you have, pay the bills, organize your income, and help you navigate the grief with positive action steps through difficult transitions.
