Wealth Management Unwrapped, Revised and Expanded

Charlotte B. Beyer

39 valoraciones de Goodreads

Idioma: inglés

Editorial: John Wiley and Sons Inc, US, 2017

1119403693 / 9781119403692

Librería: Rarewaves.com UK, London, Reino UnidoRarewaves.com UK

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Descripción del artículo del vendedor

You are the CEO of My Wealth, Inc. - so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money managerLearn the best questions to ask when interviewing an advisorDissect fee disclosure statements and conflicts of interestFind out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.…

N° de ref. del artículo LU-9781119403692

Título
Wealth Management Unwrapped, Revised and Expanded
Autor
Charlotte B. Beyer
Editorial
John Wiley and Sons Inc, US
Año de publicación
2017
Estado
New
Encuadernación
Hardback
Idioma
inglés
ISBN 10
1119403693
ISBN 13
9781119403692
Peso del artículo
362 gramos

Rarewaves.com UK

London, Reino Unido

Vendedor de 5 estrellas

Vendedor de AbeBooks desde el 11 de junio de 2025

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