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Author : Nick Murray
Publisher :
ISBN 13 : 9780966976328
Total Pages : 282 pages
Book Rating : 4.9/5 (763 download)
Download or read book The New Financial Advisor written by Nick Murray and published by . This book was released on 2001 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Andrew Leckey
Publisher :
ISBN 13 :
Total Pages : 264 pages
Book Rating : 4.0/5 ( download)
Download or read book The Lack of Money is the Root of All Evil written by Andrew Leckey and published by . This book was released on 2001 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mark Twain loved to poke fun at the financial markets and the irresistible urge of speculation. Using Twain's words, financial journalist Leckey imparts the lessons today's investor can learn from Twain, combing his novels, stories, speeches, and letters for telling sayings about making, saving, guarding, and growing money.
Author : Harold Evensky
Publisher : McGraw Hill Professional
ISBN 13 : 9780786304783
Total Pages : 524 pages
Book Rating : 4.3/5 (47 download)
Download or read book Wealth Management written by Harold Evensky and published by McGraw Hill Professional. This book was released on 1997 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt: ``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.
Author : Bari Tessler
Publisher : Parallax Press
ISBN 13 : 1941529216
Total Pages : 298 pages
Book Rating : 4.9/5 (415 download)
Download or read book The Art of Money written by Bari Tessler and published by Parallax Press. This book was released on 2016-06-14 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: MEET YOUR FINANCIAL THERAPIST: Improve your financial literary and heal your relationship with money using this 3-part framework combining mindfulness, radical self-love, and body awareness. “An exciting, important voice to the money conversation . . . at once spiritual and practical, this is the education we've been waiting for.” —Lynne Twist, author of The Soul of Money For many of us, the most challenging and upsetting relationship in our lives is with our finances—and it often brings feelings of shame or powerlessness. Enter Bari Tessler, your new financial therapist and money-savvy best friend. Her “Art of Money” program gives you the tools you need to improve your financial literary and heal your money anxiety in 3 phases: • Money Healing: Heal money shame through body-based check-ins, transformative money rituals, and by reframing your “money story”. • Money Practices: Learn to approach money as a self-care practice—with advice on values-based bookkeeping, finding financial support, and setting up helpful tracking systems. • Money Maps: Designed to evolve with you over time, the 3-Tier Money Map helps you make good money decisions and affirm your money legacy. Bari Tessler’s gentle techniques weave together mindfulness, emotional depth, big-picture visioning, and refreshingly accessible money practices. A feminine and empowering guide, The Art of Money will help you transform your relationship with money—and in doing so, transform your life. Check out The Art of Money Workbook for more insights and teachings.
Author : Steve Moore
Publisher : John Wiley & Sons
ISBN 13 : 0470930144
Total Pages : 256 pages
Book Rating : 4.4/5 (79 download)
Download or read book Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) written by Steve Moore and published by John Wiley & Sons. This book was released on 2010-10-05 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
Author : Larry Burkett
Publisher : Thomas Nelson
ISBN 13 : 1418556440
Total Pages : 312 pages
Book Rating : 4.4/5 (185 download)
Download or read book Money Matters written by Larry Burkett and published by Thomas Nelson. This book was released on 2001-09-30 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: One of America's foremost authorities on financial stewardship, Larry Burkett presents a comprehensive resource in Money Matters. Indexed for easy use, Burkett offers concise answers to the most frequently asked questions from his national radio show. Drawing from over thirty years of Bible and finance study, Burkett provides principles for managing your money in a number of categories, including: housing and automobiles, retirement, budgeting, taxes, business issues and insurance, debt and credit, giving, investments, family and money issues. Money Matters isn't just for those in need of financial Rx. It's an ideal resource for anyone desiring to align finances with Biblical principles.
Author : Nick Murray
Publisher : Nick Murray Company Incorporated
ISBN 13 : 9780965516105
Total Pages : 405 pages
Book Rating : 4.5/5 (161 download)
Download or read book The Excellent Investment Advisor written by Nick Murray and published by Nick Murray Company Incorporated. This book was released on 1996 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jim Stovall
Publisher : John Wiley & Sons
ISBN 13 : 1118107969
Total Pages : 288 pages
Book Rating : 4.1/5 (181 download)
Download or read book The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-08-24 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
Author : Todd Bauerle
Publisher : Larstan Publishing Inc.
ISBN 13 : 0976426668
Total Pages : 322 pages
Book Rating : 4.9/5 (764 download)
Download or read book Larstan's the Black Book on Personal Finance written by Todd Bauerle and published by Larstan Publishing Inc.. This book was released on 2005 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by experts who advise higher-income clients on finances, taxes, insurance, and business, The Black Book of Personal Finance combines its authors' years of experience into a single volume. Written from an advanced perspective that is intelligible to the layperson, this book presents a wide range of topics for those who either have or aspire to an annual household income in excess of $75,000. Individual chapters cover reasons to avoid the advice of most self-anointed experts and cover topics including: an 11-step investing process, a sector rotation strategy that generates gains in any market condition, using life insurance premium financing to dramatically increase cash flow, maximizing bequests to beneficiaries, and more. Like other books in this series, this one is designed with an engaging spy motif on each spread that simplifies complex information.
Author : Mitch Anthony
Publisher : Dearborn Trade Publishing
ISBN 13 : 9780793149544
Total Pages : 280 pages
Book Rating : 4.1/5 (495 download)
Download or read book Your Clients for Life written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author : Ric Edelman
Publisher : Rodale
ISBN 13 : 9781594861642
Total Pages : 684 pages
Book Rating : 4.8/5 (616 download)
Download or read book The Truth about Money written by Ric Edelman and published by Rodale. This book was released on 2005 with total page 684 pages. Available in PDF, EPUB and Kindle. Book excerpt: Explaining difficult concepts in plain English with a breezy style, this third edition has new material covering new tax laws, retirement savings strategies, a chapter on identity theft, and question-and-answer sidebars.
Author : Stephen D. Gresham
Publisher : John Wiley & Sons
ISBN 13 : 0470228296
Total Pages : 243 pages
Book Rating : 4.4/5 (72 download)
Download or read book The New Managed Account Solutions Handbook written by Stephen D. Gresham and published by John Wiley & Sons. This book was released on 2008-01-18 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
Author : Gary L. Gastineau
Publisher : John Wiley & Sons
ISBN 13 : 9780471218944
Total Pages : 432 pages
Book Rating : 4.2/5 (189 download)
Download or read book The Exchange-Traded Funds Manual written by Gary L. Gastineau and published by John Wiley & Sons. This book was released on 2002-02-14 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for the exchange-traded funds manual "Exchange-traded funds are the hottest finance innovation of the past decade. Gary Gastineau, who played a critical role in their development, demystifies the working of these instruments, lucidly describes their advantages and disadvantages, and guides investors on their use. This gem of a book will be the ETF bible for years to come." -Burton Malkiel, Chemical Bank Chairman's Professor of Economics, Princeton University "This is the first comprehensive book on exchange-traded funds.The author displays an institutional and practical knowledge of exchange-traded funds that makes this book necessary reading for not only the knowledgeable investor but for the professional researcher seeking to understand these relatively new investment vehicles." -Martin J. Gruber, Nomura Professor of Finance Stern School of Business, New York University "Gary Gastineau is a national treasure. Exchange-traded funds are the wave of the future, and Gary has been instrumental in their development from day one. His knowledge is encyclopedic, and his style and subtle humor make it all accessible to the reader." -Wayne H. Wagner, Chairman, Plexus Group, Inc. "In Gary Gastineau's brilliant work in illuminating the reader on exchange-traded funds, he provides rich insights into the process and methodology of adding value and cites a convergence of market forces that creates a compelling story for the use of ETFs for those who choose to add value." -Stephen C. Winks, Publisher, Senior Consultant "The introduction of exchange-traded funds was one of the success stories of Wall Street in the 1990s. Gary Gastineau was a key contributor to this success, and his book is an important benchmark on both the current status of this important new category and the vast potential of its next-generation products." -Salvatore Sodano, Chairman and Chief Executive Officer American Stock Exchange
Author : John R. Nofsinger
Publisher : Financial Times/Prentice Hall
ISBN 13 : 9780130422002
Total Pages : 0 pages
Book Rating : 4.4/5 (22 download)
Download or read book Investment Madness written by John R. Nofsinger and published by Financial Times/Prentice Hall. This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book describes the important psychological biases that influence investment decisions. By recognizing, understanding, and avoiding these problems, investors can minimize the negative effects on their wealth.
Author : Richard Bernstein
Publisher : John Wiley & Sons
ISBN 13 : 0471735922
Total Pages : 273 pages
Book Rating : 4.4/5 (717 download)
Download or read book Navigate the Noise written by Richard Bernstein and published by John Wiley & Sons. This book was released on 2005-08-15 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: Transform today's surplus of investment information into a high-level investment strategy In an investment climate characterized by rapidly increasing access to information, it has become a real problem to sort out the legitimate financial advice, grounded in traditional analysis, from the constant stream of useless information, or "noise." Such "noise", through technological advances such as the Internet, has become widespread. This overload of information is hurting investors, since it makes real analysis based on factual inference harder to come by. This book steers investors through the "noise" to show them where and how to find solid investment information. This step-by-step guide is based on a very popular presentation the author makes to new private clients at Merrill Lynch. Richard Bernstein (New York, NY) is First Vice President and Chief Quantitative Strategist at Merrill Lynch & Company. Prior to joining Merrill Lynch, he worked for E. F. Hutton and Tucker Anthony. He has been voted to the Institutional Investor All-America Research Team in each of the last eight years, and has appeared on Wall Street Week with Louis Rukeyser.
Author :
Publisher : Andrew Smith
ISBN 13 : 061530995X
Total Pages : 282 pages
Book Rating : 4.6/5 (153 download)
Download or read book Fairness Compendium written by and published by Andrew Smith. This book was released on 2008-07 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: It is accepted practice that a dissenting stockholder is entitled to receive the intrinsic value of his share in a going concern. Additionally, while no one methodology represents the means by which to value what a stockholder is entitled to receive, it is clear that a liquidation value is not appropriate in most going concern valuations.
Author : United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations
Publisher :
ISBN 13 :
Total Pages : 1482 pages
Book Rating : 4.:/5 (327 download)
Download or read book The Role of the Financial Institutions in Enron's Collapse written by United States. Congress. Senate. Committee on Governmental Affairs. Permanent Subcommittee on Investigations and published by . This book was released on 2002 with total page 1482 pages. Available in PDF, EPUB and Kindle. Book excerpt:
