Details

Wealth Management Unwrapped, Revised and Expanded


Wealth Management Unwrapped, Revised and Expanded

Unwrap What You Need to Know and Enjoy the Present
1. Aufl.

von: Charlotte B. Beyer

25,99 €

Verlag: Wiley
Format: PDF
Veröffentl.: 29.08.2017
ISBN/EAN: 9781119403708
Sprache: englisch
Anzahl Seiten: 208

DRM-geschütztes eBook, Sie benötigen z.B. Adobe Digital Editions und eine Adobe ID zum Lesen.

Beschreibungen

<b>You are the CEO of My Wealth, Inc. — so Take Charge!</b> <p><i>Wealth Management Unwrapped</i> 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.</p> <p>By stripping away industry tech-speak and the all-too-common self-promotion, you will:</p> <ul> <li>Understand the difference between advisor and money manager</li> <li>Learn the best questions to ask when interviewing an advisor</li> <li>Dissect fee disclosure statements and conflicts of interest</li> <li>Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality</li> </ul> <p>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. <i>Wealth Management Unwrapped</i> 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.</p>
<p>Foreword xiii</p> <p>Introduction xv</p> <p>Acknowledgments xvii</p> <p>About the Author xix</p> <p>Prologue xxi</p> <p>Chapter 1: Who’s in Charge of My Wealth, Inc.? 1</p> <p>Chapter 2: My Money, Myself 9</p> <p>Chapter 3: Are You a Do-It-Yourselfer? 17</p> <p>Chapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There 27</p> <p>Chapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You! 37</p> <p>Chapter 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest 45</p> <p>Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest 53</p> <p>Chapter 8: Courtship Is Usually More Fun Than Marriage 63</p> <p>Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor 73</p> <p>Chapter 10: Aging—Grave Concerns 83</p> <p>Chapter 11: Born Rich—A Curse or a Blessing? 93</p> <p>Chapter 12: I’m a Robot, and I’m Here to Help 105</p> <p>Chapter 13: Women with Wallets 117</p> <p>Chapter 14: The 10 Principles of Principal 131</p> <p>Appendix 135</p> <p>Endnotes 149</p> <p>Index 169</p>
<p><b>CHARLOTTE B. BEYER</b> is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. An Aresty Fellow at Wharton, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J. Richard Joyner Wealth Management Impact award from the Investment Management Consultants Association<sup>®</sup> (IMCA<sup>®</sup>).
<p>"Short. Candid. Fun and easy reading. Full of good advice and useful insights."<br> —<b>Charles D. Ellis, author of The Elements of Investing</b> <p><b>PRAISE FOR WEALTH MANAGEMENT UNWRAPPED</b> <p>"A masterpiece that every investor should read and own."<br> <b>—Lloyd Hascoe,</b> Hascoe Associates <p>"At last a book that unwraps the mysteries of investing. A must-read for both sophisticated investors and those who want to better navigate the investment process."<br> <b>—Richard Marston,</b> James R.F. Guy Professor of Finance, Wharton School, University of Pennsylvania <p>"Charlotte Beyer has dedicated her professional career to improving the wealth management business and this book is one of her greatest contributions to the industry. It's a smart, fun and creative snapshot of what investors should look for in their financial advisors and an important call for an improved client relationship."<br> <b>—Sallie Krawcheck,</b> Founder and CEO, Ellevest <p>"Einstein said, 'Everything should be made as simple as possible, but no simpler.' In <i>Wealth Management Unwrapped</i>, calling on her unrivaled experience, Charlotte Beyer has done just that with regard to the financial advice everyone needs."<br> <b>—Howard Marks,</b> Co-Chairman, Oaktree Capital Management <p>"Investors will benefit immensely if they exercise the disciplined steps of the 10 principles Beyer outlines."<br> <b>—Jay Hughes,</b> author <i>Family Wealth: Keeping It in the Family</i>, and <i>Family – The Compact Among Generations</i> <p>"This is not only a book I will own, it is one I will share widely with my clients. Investors and other advisors will be well rewarded by joining me."<br> <b>—Harold Evensky,</b> Chairman, Evensky & Katz <p>"Charlotte's incredible experience in wealth management – from both sides of the table – makes this book indispensable for wealthy families <i>and</i> the advisors who wish to serve them. The new chapters on digital advice and 'women with wallets' brings this already excellent book right up to date on the disruptions affecting the wealth management industry."<br> <b>—Scott Welch,</b> Chief Investment Officer, Dynasty Financial Partners <p>"Charlotte Beyer is a gifted 'translator.' She used her instincts, sensing the unique personal and emotional needs of that [HNW] world. Her book beautifully translates her thoughts, insights and instincts, helping families and investment managers with an understandable, and pragmatic, path to helping both."<br> <b>—Ginny Corsi,</b> Consultant, Corsi Associates <p>"This book distills a lifetime of experience and wisdom in a slim volume written in an easily accessible style. <i>Wealth Management Unwrapped</i> insightfully explores investor and industry (mis-) behavior and the challenges of crafting and sustaining a robust wealth management strategy."<br> <b>—Ashvin B. Chhabra,</b> President, Euclidean Capital LLC

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