Stay Rich with a Balanced Portfolio

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Author :
Publisher : Greenleaf Book Group
ISBN 13 : 1632997681
Total Pages : 68 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Stay Rich with a Balanced Portfolio by : J. Ted Oakley

Download or read book Stay Rich with a Balanced Portfolio written by J. Ted Oakley and published by Greenleaf Book Group. This book was released on 2023-10-24 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt: The continued quest for financial balance ​The one factor that weighs most on investor peace of mind is balance. It seems like such a simple premise—just a comfortable, equitable relationship between elements. We seek it in every area of our lives—between work and rest, between health and indulgence, between being aggressive and being passive. But balance isn’t always easy to find or choose—especially when it comes to money. Somehow a lot of people have a much harder time saying no to risky investments than they do to an extra slice of cake or one too many cocktails—even though the fallout of one terrible investment mistake can last a lifetime. Here’s the bare-bones truth: If you are an investor, somewhere along the line you need to get settled with the way you manage your assets, finding the balance that allows you to both achieve gains and be at ease with your strategy. If you don’t, you’ll end up an emotional mess—always looking back, wondering what if, bogged down with regret. You could spend years chasing and losing. That’s not just a worst-case scenario—it’s a reality I see investors living every day. In Stay Rich with a Balanced Portfolio, Ted Oakley explores the concepts and strategies every investor should consider in the continuous quest for financial balance and the confidence that comes with it.

The Psychology of Staying Rich

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Author :
Publisher : Greenleaf Book Group
ISBN 13 : 1632993120
Total Pages : 68 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis The Psychology of Staying Rich by : J. Ted Oakley

Download or read book The Psychology of Staying Rich written by J. Ted Oakley and published by Greenleaf Book Group. This book was released on 2020-08-04 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt: Change Your Mindset and Stay Wealthy Getting rich and staying rich are two totally different challenges. Strange as it may sound, holding on to wealth often turns out to be harder for families than getting it in the first place. The majority of wealthy Americans fail to keep their fortunes in the family for more than a single generation—and many don’t make it that far. Most people don’t realize that the mindset you need to achieve wealth is not the same as the one you need to protect it. If you want to hang on to your wealth throughout your lifetime, and especially if you want to pass it on to future generations, this book about the psychology of staying rich will start you down the right road. Ted Oakley offers a no-nonsense, no-gimmick assessment customized to high net worth families with the most to lose.

Your Money Mentality

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Author :
Publisher : Greenleaf Book Group
ISBN 13 : 1632994283
Total Pages : 60 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Your Money Mentality by : J. Ted Oakley

Download or read book Your Money Mentality written by J. Ted Oakley and published by Greenleaf Book Group. This book was released on 2021-08-17 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: Know thyself One of the biggest and most glaring pitfalls new investors face is not knowing their own money mentality, especially when it comes to risk. They don’t have enough experience to know their comfort level, and so they make mistakes like buying aggressively at the top, selling in desperation at the bottom, and—the cardinal sin—leveraging funds that should be set aside for long-term peace of mind. Things don’t have to play out this way. Investors can do better. One of the biggest steps in the right direction is taking time to make an honest assessment of your risk tolerance. Chances are, it’s a more complicated issue than it seems on the face of things. In Your Money Mentality, Ted Oakley explores common investor profiles, types of risk, considerations in your self-assessment, and what steps you can take to ensure the guidance you’re receiving matches your priorities. Risk tolerance is at the heart of most money decisions, and learning to know yourself will make you a better investor and a better partner for the people you trust to give you financial guidance.

Get Rich, Stay Rich, Pass It On

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Author :
Publisher : Penguin
ISBN 13 : 9781591841753
Total Pages : 270 pages
Book Rating : 4.8/5 (417 download)

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Book Synopsis Get Rich, Stay Rich, Pass It On by : Catherine S. McBreen

Download or read book Get Rich, Stay Rich, Pass It On written by Catherine S. McBreen and published by Penguin. This book was released on 2007 with total page 270 pages. Available in PDF, EPUB and Kindle. Book excerpt: Counsels everyday investors on how to acquire wealth that can be sustained throughout subsequent generations, in a guide based on research into America's millionaire families that reveals how they invest, where they work, and how they plan their estates. 30,000 first printing.

Millionaire Expat

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Publisher : John Wiley & Sons
ISBN 13 : 1119411890
Total Pages : 416 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Millionaire Expat by : Andrew Hallam

Download or read book Millionaire Expat written by Andrew Hallam and published by John Wiley & Sons. This book was released on 2018-01-04 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build your strongest-ever portfolio from anywhere in the world Millionaire Expat is a handbook for smart investing, saving for retirement, and building wealth while overseas. As a follow-up to The Global Expatriate's Guide to Investing, this book provides savvy investment advice for everyone—no matter where you're from—to help you achieve your financial goals. Whether you're looking for safety, strong growth, or a mix of both, index funds are the answer. Low-risk and reliable, these are the investments you won't hear about from most advisors. Most advisors would rather earn whopping commissions than follow sound financial principles, but Warren Buffett and Nobel Prize winners agree that index funds are the best way to achieve market success—so who are you ready to trust with your financial future? If you want a better advisor, this book will show you how to find one; if you'd rather go it alone, this book gives you index fund strategies to help you invest in the best products for you. Learn how to invest for both safety and strong returns Discover just how much retirement will actually cost, and how much you should be saving every month Find out where to find a trustworthy advisor—or go it alone Take advantage of your offshore status to invest successfully and profitably Author Andrew Hallam was a high school teacher who built a million-dollar portfolio—on a teacher's salary. He knows how everyday people can achieve success in the market. In Millionaire Expat, he tailors his best advice to the unique needs of those living overseas to give you the targeted, real-world guidance you need.

Wealth Without Fear - How to Stay Rich

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Author :
Publisher : Element Limited
ISBN 13 : 0972981446
Total Pages : 236 pages
Book Rating : 4.9/5 (729 download)

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Book Synopsis Wealth Without Fear - How to Stay Rich by : Toby Unwin

Download or read book Wealth Without Fear - How to Stay Rich written by Toby Unwin and published by Element Limited. This book was released on 2003-09 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Wealth Without Fear" is not a get-rich-quick book--it's a stay-rich-forever book. Written in an easy-to-understand style, Unwin tells even novice investors how to keep their money and make it grow.

Global Asset Allocation

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Publisher : Mebane Faber
ISBN 13 : 9780988679924
Total Pages : 132 pages
Book Rating : 4.6/5 (799 download)

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Book Synopsis Global Asset Allocation by : MR Mebane T Faber

Download or read book Global Asset Allocation written by MR Mebane T Faber and published by Mebane Faber. This book was released on 2015-04-20 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: With all of our focus on assets - and how much and when to allocate them - are we missing the bigger picture? Our book begins by reviewing the historical performance record of popular assets like stocks, bonds, and cash. We look at the impact inflation has on our money. We then start to examine how diversification through combining assets, in this case a simple stock and bond mix, works to mitigate the extreme drawdowns of risky asset classes. But we go beyond a limited stock/bond portfolio to consider a more global allocation that also takes into account real assets. We track 13 assets and their returns since 1973, with particular attention to a number of well-known portfolios, like Ray Dalio's All Weather portfolio, the Endowment portfolio, Warren Buffett's suggestion, and others. And what we find is that, with a few notable exceptions, many of the allocations have similar exposures. And yet, while we are all busy paying close attention to our portfolio's particular allocation of assets, the greatest impact on our portfolios may be something we fail to notice altogether...

The Wealth Code 2.0

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118483367
Total Pages : 304 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis The Wealth Code 2.0 by : Jason Vanclef

Download or read book The Wealth Code 2.0 written by Jason Vanclef and published by John Wiley & Sons. This book was released on 2013-01-22 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents a comprehensive, easy-to-understand plan for maximizing investments and building a solid financial foundation for the future.

Triumph of the Optimists

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Publisher : Princeton University Press
ISBN 13 : 9780691091945
Total Pages : 352 pages
Book Rating : 4.0/5 (919 download)

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Book Synopsis Triumph of the Optimists by : Elroy Dimson

Download or read book Triumph of the Optimists written by Elroy Dimson and published by Princeton University Press. This book was released on 2002-02-03 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investors have too often extrapolated from recent experience. In the 1950s, who but the most rampant optimist would have dreamt that over the next fifty years the real return on equities would be 9% per year? Yet this is what happened in the U.S. stock market. The optimists triumphed. However, as Don Marquis observed, an optimist is someone who never had much experience. The authors of this book extend our experience across regions and across time. They present a comprehensive and consistent analysis of investment returns for equities, bonds, bills, currencies and inflation, spanning sixteen countries, from the end of the nineteenth century to the beginning of the twenty-first. This is achieved in a clear and simple way, with over 130 color diagrams that make comparison easy. Crucially, the authors analyze total returns, including reinvested income. They show that some historical indexes overstate long-term performance because they are contaminated by survivorship bias and that long-term stock returns are in most countries seriously overestimated, due to a focus on periods that with hindsight are known to have been successful. The book also provides the first comprehensive evidence on the long-term equity risk premium--the reward for bearing the risk of common stocks. The authors reveal whether the United States and United Kingdom have had unusually high stock market returns compared to other countries. The book covers the U.S., the U.K., Japan, France, Germany, Canada, Italy, Spain, Switzerland, Australia, the Netherlands, Sweden, Belgium, Ireland, Denmark, and South Africa. Triumph of the Optimists is required reading for investment professionals, financial economists, and investors. It will be the definitive reference in the field and consulted for years to come.

Stay Rich for Life!

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Author :
Publisher : Ballantine Books
ISBN 13 : 0345514521
Total Pages : 257 pages
Book Rating : 4.3/5 (455 download)

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Book Synopsis Stay Rich for Life! by : Ed Slott

Download or read book Stay Rich for Life! written by Ed Slott and published by Ballantine Books. This book was released on 2009-02-24 with total page 257 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is Ed Slott’s proven plan for generating enough personal wealth to last you the rest of your life. Given the challenging economic times, we will all welcome Ed Slott’s concrete advice for generating enormous wealth. In this must-have book you’ll learn how to: • Retire with more money than you ever could have imagined and still take care of your loved ones • Move your money from FOREVER taxed to NEVER taxed • Make your IRA and 401(k) safer during rocky periods • Pick the best financial advisor and learn what pitfalls to avoid • Think and plan like a multimillionaire • Make Uncle Sam work for you. Filled with real-life stories, Stay Rich for Life is for anyone looking to get out of debt, build their wealth, or plan for the future of their loved ones.

Lifecycle Investing

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Author :
Publisher : ReadHowYouWant.com
ISBN 13 : 1458758427
Total Pages : 358 pages
Book Rating : 4.4/5 (587 download)

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Book Synopsis Lifecycle Investing by : Ian Ayres

Download or read book Lifecycle Investing written by Ian Ayres and published by ReadHowYouWant.com. This book was released on 2010-05 with total page 358 pages. Available in PDF, EPUB and Kindle. Book excerpt: Diversification provides a well-known way of getting something close to a free lunch: by spreading money across different kinds of investments, investors can earn the same return with lower risk (or a much higher return for the same amount of risk). This strategy, introduced nearly fifty years ago, led to such strategies as index funds. What if we were all missing out on another free lunch that’s right under our noses? InLifecycle Investing, Barry Nalebuff and Ian Ayres-two of the most innovative thinkers in business, law, and economics-have developed tools that will allow nearly any investor to diversify their portfolios over time. By using leveraging when young-a controversial idea that sparked hate mail when the authors first floated it in the pages ofForbes-investors of all stripes, from those just starting to plan to those getting ready to retire, can substantially reduce overall risk while improving their returns. InLifecycle Investing, readers will learn How to figure out the level of exposure and leverage that’s right foryou How the Lifecycle Investing strategy would have performed in the historical market Why it will work even if everyone does it Whennotto adopt the Lifecycle Investing strategy Clearly written and backed by rigorous research,Lifecycle Investingpresents a simple but radical idea that will shake up how we think about retirement investing even as it provides a healthier nest egg in a nicely feathered nest.

Rich Dad's Guide to Investing

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Author :
Publisher : Business Plus
ISBN 13 : 0759521468
Total Pages : 369 pages
Book Rating : 4.7/5 (595 download)

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Book Synopsis Rich Dad's Guide to Investing by : Robert T. Kiyosaki

Download or read book Rich Dad's Guide to Investing written by Robert T. Kiyosaki and published by Business Plus. This book was released on 2001-01-15 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: Rich Dad's Guide to Investing is a guide to understanding the real earning power of money by learning some of the investing secrets of the wealthy.

Wealth

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Publisher : HarperCollins Publishers
ISBN 13 : 9780887306457
Total Pages : 276 pages
Book Rating : 4.3/5 (64 download)

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Book Synopsis Wealth by : Michael Stolper

Download or read book Wealth written by Michael Stolper and published by HarperCollins Publishers. This book was released on 1993 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: Simple, understandable, practical advice on how to get rich, how to be rich, and how to stay rich. Financial advisor Stolper shares the wisdom and expertise he has garnered during 20 years of working with affluent clients and closely monitoring the investment management industry. Line drawings.

The Lazy Person's Guide to Investing

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Publisher : Business Plus
ISBN 13 : 0759509891
Total Pages : 220 pages
Book Rating : 4.7/5 (595 download)

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Book Synopsis The Lazy Person's Guide to Investing by : Paul B. Farrell

Download or read book The Lazy Person's Guide to Investing written by Paul B. Farrell and published by Business Plus. This book was released on 2004-01-08 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build Seven-Figure Financial Security without Ever Picking, Buying, or Selling A Single Stock! Most people think that you have to buy and sell the right stocks at the right time to make big money on Wall Street. In this enlightening, entertaining guide, veteran financial commentator Dr. Paul Farrell shows you how to grow a seven-figure nest egg without midnight jitters, time-consuming study, or paying a nickel in commissions to stockbrokers and others who get their piece of the pie by helping themselves to a chunk of yours. "Market timing is for chumps," says Dr. Farrell. "You want a portfolio that works without you having to sit through any schooling about what to buy, when to sell, how to mix and allocate, what to pay, where the heck the economy and the market are going." Now one book teaches you how to create and use that kind of portfolio-where the only excitement you get is from the millionaire's nest egg you collect in the end...

The Simple Path to Wealth

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Publisher : Jl Collins LLC
ISBN 13 : 9781737724100
Total Pages : 286 pages
Book Rating : 4.7/5 (241 download)

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Book Synopsis The Simple Path to Wealth by : Jl Collins

Download or read book The Simple Path to Wealth written by Jl Collins and published by Jl Collins LLC. This book was released on 2021-08-16 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: "In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You'll never find a wiser advisor with a bigger heart." -- Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffian This book grew out of a series of letters to my daughter concerning various things-mostly about money and investing-she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical. "But Dad," she once said, "I know money is important. I just don't want to spend my life thinking about it." This was eye-opening. I love this stuff. But most people have better things to do with their precious time. Bridges to build, diseases to cure, treaties to negotiate, mountains to climb, technologies to create, children to teach, businesses to run. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here's an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created for her and present now to you, is not only easy to understand and implement, it is more powerful than any other. Together we'll explore: Debt: Why you must avoid it and what to do if you have it. The importance of having F-you Money. How to think about money, and the unique way understanding this is key to building your wealth. Where traditional investing advice goes wrong and what actually works. What the stock market really is and how it really works. Why the stock market always goes up and why most people still lose money investing in it. How to invest in a raging bull, or bear, market. Specific investments to implement these strategies. The Wealth Building and Wealth Preservation phases of your investing life and why they are not always tied to your age. How your asset allocation is tied to those phases and how to choose it. How to simplify the sometimes confusing world of 401(k), 403(b), TSP, IRA and Roth accounts. TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). What investment firm to use and why the one I recommend is so far superior to the competition. Why you should be very cautious when engaging an investment advisor and whether you need to at all. Why and how you can be conned, and how to avoid becoming prey. Why I don't recommend dollar cost averaging. What financial independence looks like and how to have your money support you. What the 4% rule is and how to use it to safely spend your wealth. The truth behind Social Security. A Case Study on how this all can be implemented in real life. Enjoy the read, and the journey!

The Little Book that Saves Your Assets

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118045416
Total Pages : 155 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Little Book that Saves Your Assets by : David M. Darst

Download or read book The Little Book that Saves Your Assets written by David M. Darst and published by John Wiley & Sons. This book was released on 2011-01-06 with total page 155 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you’ve ever wondered how investors continue to see substantial market-beating investment returns with portfolios that just seem to grow and grow, The Little Book that Saves Your Assets: What the Rich Do to Stay Wealthy in Up and Down Markets will reveal some secrets. David Darst, also known as Mr. Asset Allocations, shows you how to use savvy asset allocation strategies that you can use to invest like the rich do. This dynamic and easy-to-understand book allows you to rethink your asset allocation strategies and make the leap from mediocre to stellar returns.

Worry-free Investing

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Author :
Publisher : FT Press
ISBN 13 : 9780130499271
Total Pages : 276 pages
Book Rating : 4.4/5 (992 download)

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Book Synopsis Worry-free Investing by : Zvi Bodie

Download or read book Worry-free Investing written by Zvi Bodie and published by FT Press. This book was released on 2003 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The authors teach readers about the new rules of investing, which include investing with inflation-protected bonds, reaching retirement goals, and investing safely for college.