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Author : Nick Murray
Publisher :
ISBN 13 :
Total Pages : 362 pages
Book Rating : 4.3/5 ( download)
Download or read book Serious Money written by Nick Murray and published by . This book was released on 1991 with total page 362 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Nick Murray
Publisher : Nick Murray Company
ISBN 13 : 9780966976311
Total Pages : 180 pages
Book Rating : 4.9/5 (763 download)
Download or read book Simple Wealth, Inevitable Wealth written by Nick Murray and published by Nick Murray Company. This book was released on 1999 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt:
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 : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author : Roger G. Ibbotson
Publisher :
ISBN 13 : 9781556232312
Total Pages : 202 pages
Book Rating : 4.2/5 (323 download)
Download or read book Stocks, Bonds, Bills, and Inflation written by Roger G. Ibbotson and published by . This book was released on 1989 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Peter Mallouk
Publisher : John Wiley & Sons
ISBN 13 : 1118929004
Total Pages : 208 pages
Book Rating : 4.1/5 (189 download)
Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author : Ben Carlson
Publisher : John Wiley & Sons
ISBN 13 : 1119024927
Total Pages : 231 pages
Book Rating : 4.1/5 (19 download)
Download or read book A Wealth of Common Sense written by Ben Carlson and published by John Wiley & Sons. This book was released on 2015-06-22 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.
Author : Taylor Larimore
Publisher : John Wiley & Sons
ISBN 13 : 0471779210
Total Pages : 335 pages
Book Rating : 4.4/5 (717 download)
Download or read book The Bogleheads' Guide to Investing written by Taylor Larimore and published by John Wiley & Sons. This book was released on 2006-04-20 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Within this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders.
Author : Boston Institute of Finance
Publisher : John Wiley & Sons
ISBN 13 : 0471732214
Total Pages : 205 pages
Book Rating : 4.4/5 (717 download)
Download or read book The Boston Institute of Finance Mutual Fund Advisor Course written by Boston Institute of Finance and published by John Wiley & Sons. This book was released on 2005-05-13 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: Access the industry?s premier print study guide and the industry?s premier online test-prep materials with this unique package. The study guide consists of seven chapters, which parallel the content of the exams. Each chapter includes review questions and provides the core knowledge necessary to pass the exams. The associated test-prep Web course provides sample test questions and tips that will help you get a better feel for the actual exams. Filled with in-depth insight and expert guidance, you won?t need anything else to pass the Series 6 and Series 63 exams. Order your copy today.
Author : Wendell Scott Simon
Publisher :
ISBN 13 : 9780966117271
Total Pages : 0 pages
Book Rating : 4.1/5 (172 download)
Download or read book Index Mutual Funds written by Wendell Scott Simon and published by . This book was released on 1998 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jay Schabacker
Publisher : Amacom Books
ISBN 13 : 9780814479223
Total Pages : 282 pages
Book Rating : 4.4/5 (792 download)
Download or read book Jay Schabacker's Winning in Mutual Funds written by Jay Schabacker and published by Amacom Books. This book was released on 1996 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: Offers investment advice, discusses how to choose mutual funds to meet individual money-making goals and risk tolerance levels, and includes an updated list of top performing funds
Author : Jessica Lynn Rabe
Publisher : John Wiley & Sons
ISBN 13 : 1118971019
Total Pages : 272 pages
Book Rating : 4.1/5 (189 download)
Download or read book Alts Democratized, + Website written by Jessica Lynn Rabe and published by John Wiley & Sons. This book was released on 2014-12-31 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Comprehensive Review of the Liquid Alts Market and How ‘40 Act Products Can Enhance Client Portfolios Liquid alternatives give investors access to hedge fund strategies with the benefits of ’40 Act products: lower fees, higher liquidity, greater transparency, and improved tax efficiency. Alts Democratized is a hands-on guide that offers financial advisors and individual investors the tools and analysis to enhance client portfolios using alternative mutual funds and ETFs. Well-grounded in research and replete with more than 100 exhibits of Lipper data, Alts Democratized profiles the top ten funds in each of the eleven Lipper liquid alt classifications. This includes total net assets, fund flows, risk and return metrics, and the factor exposures that drive performance and help explain correlations to various forms of beta. Jessica Lynn Rabe and Robert J. Martorana, CFA, combine this research with a comprehensive framework for fund selection and portfolio construction to enhance the asset allocation process, facilitate portfolio customization, and manage client expectations. In addition, the book includes functional perspectives on issues pertinent to financial advisors such as fees, client suitability, and volatility management. This helps advisors apply the concepts to portfolios and offer actionable investment advice. The authors also interviewed executives at leading wealth management firms to provide color on industry trends and best practices. The companion website provides ancillary materials that reinforce and supplement the book, including: The authors’ top ten takeaways Classification cheat sheet Portfolio construction guide (full color) Talking points for clients Q&A on liquid alts Presentation with all 118 exhibits from the book (full color) Alts Democratized comprises a complete resource for the advisor seeking new sources of alpha, diversification, and hedging of tail risks.
Author : David Trahair
Publisher : Wiley
ISBN 13 : 0470736224
Total Pages : 224 pages
Book Rating : 4.4/5 (77 download)
Download or read book Enough Bull written by David Trahair and published by Wiley. This book was released on 2009-08-12 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: The one book your bank REALLY does not want you to read. More than ever before, Canadians are frightened and stressed out about their retirement and financial future. With the mortgage, car payments and credit card bills, there never seems to be enough to pay the current bills let alone save thousands in RRSPs. At the same time, the large financial institutions are bombarding us with fearful messages of destitution unless we maximize our RRSP contributions. The stock market crash of 2008 has proven one thing: traditional retirement planning advice simply doesn't work. The risks are too enormous. Throwing money into RRSPs and trusting the stock market is like gambling with your family's future. But how do you plan for retirement without risking everything? In Enough Bull, David Trahair explains: How to invest only in 100% safe investments that will never decline How to get out of mutual funds and the stock market - forever The "Tax Turbo-Charged RRSP strategy" - why you should wait until you are over 50 to start your RRSP Exactly what age to elect to receive the CPP pension How to avoid the scams that lead to personal financial disaster Easy to understand and simple to apply, Enough Bull shows Canadians how to avoid all the traps and why doing the exact opposite of what they have been told will leave them much further ahead. www.enoughbull.ca
Author : Zvi Bodie
Publisher : John Wiley & Sons
ISBN 13 : 1118014308
Total Pages : 227 pages
Book Rating : 4.1/5 (18 download)
Download or read book Risk Less and Prosper written by Zvi Bodie and published by John Wiley & Sons. This book was released on 2011-12-27 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to getting personal investing right Somewhere along the way, something has gone very wrong with the way individuals save and invest. Too often, households are drawn in by promotional suggestions masquerading as impartial investment advice. Consumers get saddled with more risk than they realize. Authors Zvi Bodie and Rachelle Taqqu understand the dilemma that today's investors face, and with Risk Less and Prosper they will help you find your financial footing. Written in an accessible style, this practical guide skillfully explains why personal investing is all about you—your goals, your values and your career path. It shows how to understand investment risk and choose the particular blend of risk and safety that is right for you. And it lays out several simple yet powerful ways for small investors to cast a reliable safety net to achieve their financial goals and truly prosper. Coauthors Bodie and Taqqu challenge the myth that all investments require risk, then highlight some important risks that families often disregard when deciding where to put their money. Later, they connect the dots between investment and investor, showing us all how to grasp our own investment risk profiles and how we may use these insights to make more fitting investment choices. Outlines a straightforward way to invest by aligning your investments with your goals and the risk levels you can bear Provides basic investment abc's for readers who are otherwise literate Lays out a simple, actionable plan for achieving your goals Explains the role of risk-free assets and investment insurance in assuring that you reach your most essential goals Contrary to popular belief, investing doesn't have to be complicated. You can build wealth without taking great risks. Risk Less and Prosper will show you how to make investment decisions that will make your financial life less stressful and more profitable.
Author : Mark T. Hebner
Publisher : IFA Publishing, Inc.
ISBN 13 : 0976802309
Total Pages : 411 pages
Book Rating : 4.9/5 (768 download)
Download or read book Index Funds written by Mark T. Hebner and published by IFA Publishing, Inc.. This book was released on 2007 with total page 411 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry has a dark secret, one that costs global investors about $2.5 trillion per year. This secret quietly drains the investment portfolios and retirement accounts of almost every investor. In 1900, French mathematician, Louis Bachelier, unsuspectingly revealed this disturbing fact to the world. Since then, hundreds of academic studies have supported Bachelier's findings. This book offers overwhelming proof of this, and shows investors how to obtain their optimal rate of return by matching their risk capacity to an appropriate risk exposure. A globally diversified portfolio of index funds is the optimal way to accomplish this. Index Funds is the treatment of choice for wayward investors. Below market returns in investment portfolios and pension accounts are the result of investors gambling with their hard earned money. This 12-Step Program will put active investors on the road to recovery. Each step is designed to bring investors closer to embracing a prudent and sound strategy of buying, holding, and rebalancing an index portfolio.
Author : Terrance J. O'Malley
Publisher : Wolters Kluwer
ISBN 13 : 1454838493
Total Pages : 1060 pages
Book Rating : 4.4/5 (548 download)
Download or read book Investment Adviser's Legal and Compliance Guide written by Terrance J. O'Malley and published by Wolters Kluwer. This book was released on 2013-01-01 with total page 1060 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Adviser's Legal and Compliance Guide, Second Edition is an invaluable guide written to assist attorneys and investment advisers in both drafting their compliance policies and procedures and reviewing them annually. In addition, the book serves as a practical tool for experienced attorneys and compliance officers for fulfilling their changing responsibilities under new rules adopted under the Investment Advisers Act of 1940, as well as new staff interpretations and guidance. For the Second Edition, the original author, Terrance J. Oand’Malley, is joined by John H. Walsh. While both authors are seasoned practitioners and acknowledged experts in the area of investment adviser compliance matters, Mr. Walshand’s years of experience, including at the SEC, are reflected in the enhanced practical discussion of relevant legal and compliance issues, including increased numbers of compliance tips, enforcement and regulatory alerts, and compliance tools. Investment Adviser's Legal and Compliance Guide, Second Edition covers in detail such topics as: Filings and amendments that an adviser must make to maintain its SEC registration Major rules and requirements dealing with marketing and attracting new clients Issues arising in connection with the management of private funds The SEC's examination process New clients, and the management of client accounts. The book also covers requirements relating to the adviser's obligation to its customers, including preventing insider trading and other trading abuses, as well as an adviser's recordkeeping, which is a major factor in meeting the requirements of the Investment Advisers Act. In addition, Investment Adviser's Legal and Compliance Guide, Second Edition provides registered investment advisers and their legal counsel with a comprehensive review of their compliance responsibilities that arise under the Investment Advisers Act.
Author : Randy Swan
Publisher : Greenleaf Book Group
ISBN 13 : 1632992094
Total Pages : 278 pages
Book Rating : 4.6/5 (329 download)
Download or read book Investing Redefined written by Randy Swan and published by Greenleaf Book Group. This book was released on 2019-05-21 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to have more peace of mind—no matter how world events are impacting the market—Investing Redefined has the advice you need to hear. Were you one of millions of Americans in 2008 wondering what you could have done differently to manage risks to your investments? Since then, have you changed your investment strategy or are you still doing the same things you did before the meltdown? Are you prepared for the next major crisis? Randy Swan believes it’s not a question of if, but rather when, the market will suffer another dramatic fall—and approaching the market in the same old way is the path to financial suicide. You need to redefine your investing strategy to seek protection for your money. Swan breaks down the factors that influence market events— from world governments and global debt to technological wild cards—and explains why most individuals, including investment professionals, are not adequately prepared for the likely consequences of the next market crisis. This book offers investors a new way to play the game. Randy Swan shares the strategy that his company, Swan Global Investments, has developed to remain always invested and always hedged against the worst risks, while making the most of the opportunities a down market can offer. His advice is to learn and be prepared: He shows you how in this valuable book.
