[PDF] Affluent Investor eBook

Author : Phil DeMuth
Publisher : Barrons Educational Series
Page : 0 pages
File Size : 35,95 MB
Release : 2013-04-01
Category : Business & Economics
ISBN : 9780764165641

GET BOOK

Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

Author : Kimberly Foss
Publisher : Greenleaf Book Group
Page : 193 pages
File Size : 37,41 MB
Release : 2013-06-18
Category : Business & Economics
ISBN : 1608325741

GET BOOK

The most powerful word in wealth building is choice. Too often, we limit our financial future based on conventional wisdom — on what we’ve heard from the media, or the tropes that we have trained ourselves to believe based on our situation or past. Financial freedom starts with understanding your personal financial drivers. It starts with taking control of your money and leveraging it to create your ideal future — not somebody else’s version of success. In her New York Times Bestseller, Wealthy by Design, Kimberly Foss offers the insight and tools you need to confidently design a sound investment plan that empowers you to make your own choices. By outlining the five, foundational principles of investing, Kimberly prepares readers to map their course with conviction and integrity. Drawing on her vast career of advising clients from all financial backgrounds, as well as her own rise from humble beginnings, Kimberly frames her advice around powerful and enlightening stories — and through them, you will learn how to leverage personality, situation and belief, while applying proven wealth-building strategies to fulfill your needs and dreams for the future. Discover financial empowerment and harness the power of choice, in five easy steps.

Author : Jeffrey S. Maurer
Publisher : John Wiley & Sons
Page : 287 pages
File Size : 44,15 MB
Release : 2003-10-07
Category : Business & Economics
ISBN : 0471481238

GET BOOK

Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

Author : Ted Ridlehuber
Publisher : Charter Financial Publishing Network
Page : 0 pages
File Size : 26,73 MB
Release : 2006-04
Category : Finance, Personal
ISBN : 9780976657415

GET BOOK

From one of America's most respected authorities on wealth management, a refreshingly straight-forward book that explains the 12 issues essential for expanding and protecting a person's net worth. Affluent for Life informs readers how to increase wealth without taking on uncomfortable risk; how to preserve wealth for children; how to give wealth wisely to charity; and the estate at death. This book explains the concepts and strategies essential for any discussion with financial professionals.

Author : Bernice Cohen
Publisher : Texere Publishing
Page : 255 pages
File Size : 24,28 MB
Release : 2000
Category : Investments
ISBN : 9781842030219

GET BOOK

The follow-up to The Armchair Investor, this work provides readers with a system to create and sustain real wealth during their lifetime. As a long-term plan, stock-picking alone is incomplete. To become truly wealthy, you need a total package. Thus, the central theme in this book lies squarely on learning the skills for building a successful portfolio of investment. This approach is far broader, yet at the same time, more focused than relying on one stock-picking system, however good. At the heart of this approach is a 5-level learning progression, that takes you from the passive novice investor to the active expert investor, while setting out the time and money targets to follow, to become a wealth investor over the long term.

Author : Russ Alan Prince
Publisher :
Page : 121 pages
File Size : 38,65 MB
Release : 1995
Category : Affluent consumers
ISBN : 9780961944643

GET BOOK

A guided tour of how wealthy individuals think about the way their money is managed. Using a survey of more than 850 high-net-worth individuals, nine profiles are identified to guide financial professionals in understanding the investment psychology of the affluent.

Author : Richard C. Wilson
Publisher : John Wiley & Sons
Page : 342 pages
File Size : 18,19 MB
Release : 2012-07-17
Category : Business & Economics
ISBN : 1118233263

GET BOOK

Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

Author : Justin Donald
Publisher : Sristhi Publishers & Distributors
Page : 280 pages
File Size : 21,50 MB
Release : 2022-02-10
Category : Self-Help
ISBN : 9390441358

GET BOOK

We all want to make more money, that too with minimum effort and without too much hassle. Ever wondered what life would be like if we had a simple, proven system to create cash flow and generate real wealth with little risk or complexity? This book helps you: • Manage your finances better, by directing you to a well-structured plan • Reduce investment-related risks • Create a sturdy cash flow • Streamline passive cash flow to multiply your wealth Get set to live life on your own terms, and fulfil all that you aimed to achieve. "Warren Buffett of Lifestyle Investing." – Entrepreneur Magazine