A practical guide to adapting financial advice and investing to a post crisis worldÂ
There's no room for "business as usual" in today's investment management environment. Following the recent financial crisis, both retail and institutional investors are searching for new ways to oversee investment portfolios.Â How do you combine growth Â with a focus on wealth preservation? This book offers you a fresh perspective on the changes in tools and strategies needed to effectively achieve this goal.
Financial Advice and Investment Decisions provides today's investment professionals with the conceptual framework and practical tools they need to successfully invest in and manage an investment portfolio with wealth preservation as a key concern. While there are many qualitative discussions, the authors present strong quantitative theory and practice in the form of small conceptual models, simulation, and empirical research.Â
The recent financial crisis has opened our eyes to the need for improving the way we invest.Â This book will put you in a better position to excel in this new economic environment.
Never Fall Victim to Wall Street Again
Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you.
You will learn:
The 20%/65% rule of investing in both bear and bull markets.
When and why to move your investments to cash.
Why agency relationships and suitability are a far cry from fiduciary responsibility.
How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option.
A way to pay off your 30-year mortgage in ten or eleven years.
How you can get rid of credit card debt in months, not years.
Why segmenting your money and using principal for income may put you in a lower tax bracket.
How to do a background check on your financial advisor annually.
What to look out for in regard to outlandish performance claims by financial advisors.
The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.
New S U R V i V A L Information
Directors Transactions Articles
Directors Transactions Books