Charlotte Beyer B.

 
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Wealth Management Unwrapped, Revised and Expanded. Unwrap What You Need to Know and Enjoy the Present
Charlotte Beyer B., Wealth Management Unwrapped, Revised and Expanded. Unwrap What You Need to Know and Enjoy the Present

Wealth Management Unwrapped, Revised and Expanded. Unwrap What You Need to Know and Enjoy the Present

Аннотация.
From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc, – so Take Charge. You and your advisor can create an even stronger and long lasting partnership by reading this book together, you are the CEO of My Wealth, Inc. Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money, by stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality 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, 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. 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, this book offers all-in-one guidance for anyone ready to take charge of their finances.

Wealth Management Unwrapped 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, 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.

Автор: Charlotte Beyer B..
Жанр книги: Всё о бизнесе.
Объем: 208 стр.
Возрастное ограничение: 0+
Общее кол-во страниц: 208
Правообладатель: John Wiley & Sons Limited

 
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